SCP
NVEE

Seizert Capital Partners’s NV5 Global NVEE Stock Holding History

Seizert Capital Partners’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
Q3 		– Sell
-40,228
Closed -$1.11M – 178
2023
Q2 		$1.11M Sell
40,228
-2,300
-5% -$56.4K 0.06% 120
2023
Q1 		$1.11M Sell
42,528
-7,260
-15% -$218K 0.06% 122
2022
Q4 		$1.65M Sell
49,788
-4,408
-8% -$153K 0.09% 115
2022
Q3 		$1.68M Hold
54,196
– – 0.09% 118
2022
Q2 		$1.58M Buy
+54,196
New +$1.62M 0.08% 120

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Seizert Capital Partners's NVEE Position: Q3 2023 in Review

Seizert Capital Partners sold out of NV5 Global (NVEE) in Q3 2023, closing a stake of 40,228 shares — an estimated $1.11M sold.

Seizert Capital Partners first reported a position in NVEE in Q2 2022 and held it in 5 quarters. The position peaked at $1.68M in Q3 2022. 194 funds tracked by Wall St. Rank hold NVEE as of Q3 2023.

  • Seizert Capital Partners reported no remaining NV5 Global position as of Q3 2023 after selling out during the quarter.
  • Seizert Capital Partners sold 40,228 NV5 Global shares in Q3 2023, an estimated $1.11M.
  • Seizert Capital Partners first reported a position in NV5 Global in Q2 2022 and held it in 5 quarters.
  • Seizert Capital Partners's NV5 Global position peaked at $1.68M in Q3 2022.
  • 194 funds tracked by Wall St. Rank held NV5 Global as of Q3 2023.

Based on Seizert Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.