Polen Capital Management
NVEE

Polen Capital Management’s NV5 Global NVEE Stock Holding History

Polen 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
Q4 		– Sell
-163,232
Closed -$3.81M – 130
2024
Q3 		$3.81M Buy
+163,232
New +$3.88M 0.01% 71

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management's NVEE Position: Q4 2024 in Review

Polen Capital Management sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 163,232 shares — an estimated $3.81M sold.

Polen Capital Management first reported a position in NVEE in Q3 2024 and held it in 1 quarter. The position peaked at $3.81M in Q3 2024. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • Polen Capital Management reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • Polen Capital Management sold 163,232 NV5 Global shares in Q4 2024, an estimated $3.81M.
  • Polen Capital Management first reported a position in NV5 Global in Q3 2024 and held it in 1 quarter.
  • Polen Capital Management's NV5 Global position peaked at $3.81M in Q3 2024.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Polen Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.