SFG
NVEE

Steward Financial Group’s NV5 Global NVEE Stock Holding History

Steward Financial Group’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 		$0 Buy
+16
New +$412 ﹤0.01% 1483
2023
Q2 		– Sell
-28
Closed – – 818
2023
Q1 		$0 Buy
28
+16
+133% +$480 ﹤0.01% 856
2022
Q4 		$0 Buy
+12
New +$417 ﹤0.01% 732
2022
Q3 		– Sell
-12
Closed – – 913
2022
Q2 		$0 Buy
+12
New +$360 ﹤0.01% 1245

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

Steward Financial Group's NVEE Position: Q3 2023 in Review

Steward Financial Group opened a new position in NV5 Global (NVEE) in Q3 2023: 16 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NVEE as recently as Q1 2023.

Steward Financial Group first reported a position in NVEE in Q2 2022 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold NVEE as of Q3 2023.

  • Steward Financial Group held 16 shares of NV5 Global worth $0 as of Q3 2023.
  • NV5 Global was a new Steward Financial Group position in Q3 2023.
  • NV5 Global made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1483 holding.
  • Steward Financial Group first reported a position in NV5 Global in Q2 2022 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held NV5 Global as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.