SGI
NVEE

Summit Global Investments’s NV5 Global NVEE Stock Holding History

Summit Global Investments’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
-58,364
Closed -$1.93M – 558
2022
Q4 		$1.93M Hold
58,364
– – 0.16% 137
2022
Q3 		$1.81M Buy
58,364
+400
+0.7% +$13.1K 0.17% 137
2022
Q2 		$1.69M Buy
57,964
+23,564
+69% +$706K 0.15% 149
2022
Q1 		$1.15M Buy
+34,400
New +$1.01M 0.08% 217

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Summit Global Investments's NVEE Position: Q1 2023 in Review

Summit Global Investments sold out of NV5 Global (NVEE) in Q1 2023, closing a stake of 58,364 shares — an estimated $1.93M sold.

Summit Global Investments first reported a position in NVEE in Q1 2022 and held it in 4 quarters. The position peaked at $1.93M in Q4 2022. 213 funds tracked by Wall St. Rank hold NVEE as of Q1 2023.

  • Summit Global Investments reported no remaining NV5 Global position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 58,364 NV5 Global shares in Q1 2023, an estimated $1.93M.
  • Summit Global Investments first reported a position in NV5 Global in Q1 2022 and held it in 4 quarters.
  • Summit Global Investments's NV5 Global position peaked at $1.93M in Q4 2022.
  • 213 funds tracked by Wall St. Rank held NV5 Global as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.