PAMS
NVEE

Pictet Asset Management (Switzerland)’s NV5 Global NVEE Stock Holding History

Pictet Asset Management (Switzerland)’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
-6,600
Closed -$218K – 2011
2022
Q4 		$218K Buy
+6,600
New +$229K ﹤0.01% 1687

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $1.04B AUM 25.19% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s NVEE Position: Q1 2023 in Review

Pictet Asset Management (Switzerland) sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 6,600 shares — an estimated $218K sold.

Pictet Asset Management (Switzerland) first reported a position in NVEE in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

  • Pictet Asset Management (Switzerland) reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
  • Pictet Asset Management (Switzerland) sold 6,600 NV5 Global shares in Q1 2023, an estimated $218K.
  • Pictet Asset Management (Switzerland) first reported a position in NV5 Global in Q4 2022 and held it in 1 quarter.
  • Pictet Asset Management (Switzerland)'s NV5 Global position peaked at $218K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q1 2023, filed 10 May 2023.