NMM
NVEE

Naples Money Management’s NV5 Global NVEE Stock Holding History

Naples Money 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
Q3 		$1.12K Sell
48
-28
-37% -$665 ﹤0.01% 340
2024
Q2 		$1.72K Hold
76
– – ﹤0.01% 327
2024
Q1 		$1.86K Hold
76
– – ﹤0.01% 323
2023
Q4 		$2.11K Buy
+76
New +$1.93K ﹤0.01% 323

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 $481B AUM 30.42% 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 $194B AUM 35% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $4.25B AUM 141.71% 1-Year Est. Return

Naples Money Management's NVEE Position: Q3 2024 in Review

Naples Money Management reduced its NV5 Global (NVEE) stake by 37% in Q3 2024, selling an estimated $665 and leaving 48 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Naples Money Management first reported a position in NVEE in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.11K in Q4 2023. 213 funds tracked by Wall St. Rank hold NVEE as of Q3 2024.

  • Naples Money Management held 48 shares of NV5 Global worth $1.12K as of Q3 2024.
  • Naples Money Management sold 28 NV5 Global shares in Q3 2024, an estimated $665.
  • NV5 Global made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #340 holding.
  • Naples Money Management first reported a position in NV5 Global in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's NV5 Global position peaked at $2.11K in Q4 2023.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.