Oarsman Capital’s NV5 Global NVEE Stock Holding History

Oarsman Capital’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 Q4	–	Sell	-620	Closed	-$14.5K	–	931
2024 Q3	$14.5K	Buy	+620	New	+$14.7K	﹤0.01%	646

Other funds holding NVEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oarsman Capital's NVEE Position: Q4 2024 in Review

Oarsman Capital sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 620 shares — an estimated $14.5K sold.

Oarsman Capital first reported a position in NVEE in Q3 2024 and held it in 1 quarter. The position peaked at $14.5K in Q3 2024. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

Oarsman Capital reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
Oarsman Capital sold 620 NV5 Global shares in Q4 2024, an estimated $14.5K.
Oarsman Capital first reported a position in NV5 Global in Q3 2024 and held it in 1 quarter.
Oarsman Capital's NV5 Global position peaked at $14.5K in Q3 2024.
220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Oarsman Capital's 13F filing for Q4 2024, filed 13 Feb 2025.