WG
NVEE

Winton Group’s NV5 Global NVEE Stock Holding History

Winton 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
2024
Q4 		– Sell
-25,680
Closed -$600K – 733
2024
Q3 		$600K Buy
+25,680
New +$610K 0.04% 415
2023
Q2 		– Sell
-7,820
Closed -$203K – 1008
2023
Q1 		$203K Buy
7,820
+1,044
+15% +$31.3K 0.01% 902
2022
Q4 		$224K Buy
+6,776
New +$236K 0.01% 852
2019
Q2 		– Sell
-17,692
Closed -$263K – 1244
2019
Q1 		$263K Sell
17,692
-13,000
-42% -$224K 0.01% 845
2018
Q4 		$465K Buy
30,692
+5,936
+24% +$110K 0.01% 511
2018
Q3 		$537K Buy
24,756
+728
+3% +$15K 0.01% 600
2018
Q2 		$416K Buy
+24,028
New +$374K 0.01% 705

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

Winton Group's NVEE Position: Q4 2024 in Review

Winton Group sold out of NV5 Global (NVEE) in Q4 2024, closing a stake of 25,680 shares — an estimated $600K sold.

Winton Group first reported a position in NVEE in Q2 2018 and held it in 7 quarters. The position peaked at $600K in Q3 2024. 220 funds tracked by Wall St. Rank hold NVEE as of Q4 2024.

  • Winton Group reported no remaining NV5 Global position as of Q4 2024 after selling out during the quarter.
  • Winton Group sold 25,680 NV5 Global shares in Q4 2024, an estimated $600K.
  • Winton Group first reported a position in NV5 Global in Q2 2018 and held it in 7 quarters.
  • Winton Group's NV5 Global position peaked at $600K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held NV5 Global as of Q4 2024.

Based on Winton Group's 13F filing for Q4 2024, filed 12 Feb 2025.