Wolverine Trading
NVEE

Wolverine Trading’s NV5 Global NVEE Stock Holding History

Wolverine Trading’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
2022
Q4 		– Sell
-7,976
Closed -$242K – 4703
2022
Q3 		$242K Buy
+7,976
New +$261K ﹤0.01% 3375
2020
Q2 		– Sell
-21,972
Closed -$209K – 5029
2020
Q1 		$209K Sell
21,972
-49,020
-69% -$655K ﹤0.01% 3648
2019
Q4 		$876K Buy
70,992
+52,592
+286% +$766K ﹤0.01% 2541
2019
Q3 		$302K Buy
+18,400
New +$334K ﹤0.01% 3158
2019
Q2 		– Sell
-41,668
Closed -$744K – 4928
2019
Q1 		$618K Buy
+41,668
New +$717K ﹤0.01% 2534

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
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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wolverine Trading's NVEE Position: Q4 2022 in Review

Wolverine Trading sold out of NV5 Global (NVEE) in Q4 2022, closing a stake of 7,976 shares — an estimated $242K sold.

Wolverine Trading first reported a position in NVEE in Q1 2019 and held it in 5 quarters. The position peaked at $876K in Q4 2019. 228 funds tracked by Wall St. Rank hold NVEE as of Q4 2022.

  • Wolverine Trading reported no remaining NV5 Global position as of Q4 2022 after selling out during the quarter.
  • Wolverine Trading sold 7,976 NV5 Global shares in Q4 2022, an estimated $242K.
  • Wolverine Trading first reported a position in NV5 Global in Q1 2019 and held it in 5 quarters.
  • Wolverine Trading's NV5 Global position peaked at $876K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held NV5 Global as of Q4 2022.

Based on Wolverine Trading's 13F filing for Q4 2022, filed 14 Feb 2023.