SIC
NVEE

SJS Investment Consulting’s NV5 Global NVEE Stock Holding History

SJS Investment Consulting’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
-8
Closed -$187 – 1674
2024
Q3 		$187 Hold
8
– – ﹤0.01% 1513
2024
Q2 		$186 Hold
8
– – ﹤0.01% 1527
2024
Q1 		$197 Hold
8
– – ﹤0.01% 1492
2023
Q4 		$223 Hold
8
– – ﹤0.01% 1437
2023
Q3 		$193 Hold
8
– – ﹤0.01% 1463
2023
Q2 		$222 Buy
8
+4
+100% +$98 ﹤0.01% 1387
2023
Q1 		$104 Sell
4
-4
-50% -$120 ﹤0.01% 1456
2022
Q4 		$265 Buy
8
+4
+100% +$139 ﹤0.01% 1366
2022
Q3 		$0 Buy
+4
New +$131 ﹤0.01% 1388

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

SJS Investment Consulting's NVEE Position: Q4 2024 in Review

SJS Investment Consulting sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 8 shares — an estimated $187 sold.

SJS Investment Consulting first reported a position in NVEE in Q3 2022 and held it in 9 quarters. The position peaked at $265 in Q4 2022. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • SJS Investment Consulting reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 8 NV5 Global shares in Q4 2024, an estimated $187.
  • SJS Investment Consulting first reported a position in NV5 Global in Q3 2022 and held it in 9 quarters.
  • SJS Investment Consulting's NV5 Global position peaked at $265 in Q4 2022.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.