TIA
NVEE

Tandem Investment Advisors’s NV5 Global NVEE Stock Holding History

Tandem Investment Advisors’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
-14,628
Closed -$342K – 90
2024
Q3 		$342K Sell
14,628
-468
-3% -$11.1K 0.01% 63
2024
Q2 		$351K Sell
15,096
-384
-2% -$8.96K 0.01% 60
2024
Q1 		$379K Buy
15,480
+1,324
+9% +$34.4K 0.01% 61
2023
Q4 		$393K Buy
14,156
+556
+4% +$14.1K 0.02% 64
2023
Q3 		$327K Buy
13,600
+1,400
+11% +$36.1K 0.01% 66
2023
Q2 		$338K Buy
12,200
+1,020
+9% +$25K 0.01% 66
2023
Q1 		$291K Buy
11,180
+444
+4% +$13.3K 0.01% 67
2022
Q4 		$355K Sell
10,736
-11,516
-52% -$400K 0.02% 67
2022
Q3 		$689K Sell
22,252
-1,820
-8% -$59.5K 0.04% 56
2022
Q2 		$703K Sell
24,072
-380
-2% -$11.4K 0.04% 53
2022
Q1 		$815K Sell
24,452
-1,260
-5% -$37K 0.05% 49
2021
Q4 		$888K Sell
25,712
-112
-0.4% -$3.23K 0.06% 50
2021
Q3 		$636K Buy
25,824
+388
+2% +$9.56K 0.05% 48
2021
Q2 		$601K Buy
25,436
+160
+0.6% +$3.64K 0.05% 46
2021
Q1 		$610K Buy
25,276
+800
+3% +$19.1K 0.06% 46
2020
Q4 		$482K Sell
24,476
-28
-0.1% -$471 0.05% 48
2020
Q3 		$323K Sell
24,504
-224
-0.9% -$2.99K 0.04% 54
2020
Q2 		$314K Buy
24,728
+5,216
+27% +$58.7K 0.04% 54
2020
Q1 		$201K Buy
+19,512
New +$261K 0.03% 62

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

Tandem Investment Advisors's NVEE Position: Q4 2024 in Review

Tandem Investment Advisors sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 14,628 shares — an estimated $342K sold.

Tandem Investment Advisors first reported a position in NVEE in Q1 2020 and held it in 19 quarters. The position peaked at $888K in Q4 2021. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • Tandem Investment Advisors reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • Tandem Investment Advisors sold 14,628 NV5 Global shares in Q4 2024, an estimated $342K.
  • Tandem Investment Advisors first reported a position in NV5 Global in Q1 2020 and held it in 19 quarters.
  • Tandem Investment Advisors's NV5 Global position peaked at $888K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Tandem Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.