NRD
NVEE

Nebula Research & Development’s NV5 Global NVEE Stock Holding History

Nebula Research & Development’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
Q2 		– Sell
-8,384
Closed -$218K – 417
2023
Q1 		$218K Buy
+8,384
New +$252K 0.39% 164

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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Nebula Research & Development's NVEE Position: Q2 2023 in Review

Nebula Research & Development sold out of NV5 Global (NVEE) in Q2 2023, closing a stake of 8,384 shares — an estimated $218K sold.

Nebula Research & Development first reported a position in NVEE in Q1 2023 and held it in 1 quarter. The position peaked at $218K in Q1 2023. 199 funds tracked by Wall St. Rank hold NVEE as of Q2 2023.

  • Nebula Research & Development reported no remaining NV5 Global position as of Q2 2023 after selling out during the quarter.
  • Nebula Research & Development sold 8,384 NV5 Global shares in Q2 2023, an estimated $218K.
  • Nebula Research & Development first reported a position in NV5 Global in Q1 2023 and held it in 1 quarter.
  • Nebula Research & Development's NV5 Global position peaked at $218K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held NV5 Global as of Q2 2023.

Based on Nebula Research & Development's 13F filing for Q2 2023, filed 14 Aug 2023.