MOACM
NVEE

Mutual of America Capital Management’s NV5 Global NVEE Stock Holding History

Mutual of America Capital Management’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
2024
Q2 		– Sell
-8,764
Closed -$215K – 1473
2024
Q1 		$215K Sell
8,764
-140
-2% -$3.63K ﹤0.01% 1402
2023
Q4 		$247K Sell
8,904
-12
-0.1% -$305 ﹤0.01% 1363
2023
Q3 		$214K Sell
8,916
-904
-9% -$23.3K ﹤0.01% 1364
2023
Q2 		$272K Sell
9,820
-432
-4% -$10.6K ﹤0.01% 1317
2023
Q1 		$266K Sell
10,252
-184
-2% -$5.52K ﹤0.01% 1317
2022
Q4 		$345K Buy
10,436
+540
+5% +$18.8K ﹤0.01% 1220
2022
Q3 		$306K Buy
9,896
+1,884
+24% +$61.6K ﹤0.01% 1226
2022
Q2 		$234K Buy
8,012
+1,180
+17% +$35.4K ﹤0.01% 1276
2022
Q1 		$228K Buy
6,832
+356
+5% +$10.5K ﹤0.01% 1310
2021
Q4 		$224K Buy
+6,476
New +$187K ﹤0.01% 1319

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mutual of America Capital Management's NVEE Position: Q2 2024 in Review

Mutual of America Capital Management sold out of NV5 Global (NVEE) in Q2 2024, closing a stake of 8,764 shares — an estimated $215K sold.

Mutual of America Capital Management first reported a position in NVEE in Q4 2021 and held it in 10 quarters. The position peaked at $345K in Q4 2022. 213 funds tracked by Wall St. Rank hold NVEE as of Q2 2024.

  • Mutual of America Capital Management reported no remaining NV5 Global position as of Q2 2024 after selling out during the quarter.
  • Mutual of America Capital Management sold 8,764 NV5 Global shares in Q2 2024, an estimated $215K.
  • Mutual of America Capital Management first reported a position in NV5 Global in Q4 2021 and held it in 10 quarters.
  • Mutual of America Capital Management's NV5 Global position peaked at $345K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q2 2024.

Based on Mutual of America Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.