Mercer Global Advisors
NVEE

Mercer Global Advisors’s NV5 Global NVEE Stock Holding History

Mercer Global Advisors’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,140
Closed -$269K – 2015
2022
Q4 		$269K Buy
+8,140
New +$283K ﹤0.01% 1555

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Mercer Global Advisors's NVEE Position: Q1 2023 in Review

Mercer Global Advisors sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 8,140 shares — an estimated $269K sold.

Mercer Global Advisors first reported a position in NVEE in Q4 2022 and held it in 1 quarter. The position peaked at $269K in Q4 2022. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

  • Mercer Global Advisors reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 8,140 NV5 Global shares in Q1 2023, an estimated $269K.
  • Mercer Global Advisors first reported a position in NV5 Global in Q4 2022 and held it in 1 quarter.
  • Mercer Global Advisors's NV5 Global position peaked at $269K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on Mercer Global Advisors's 13F filing for Q1 2023, filed 16 May 2023.