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	-20,000	Closed	-$608K	–	4704
2022 Q3	$608K	Buy	+20,000	New	+$654K	﹤0.01%	2440
2021 Q4	–	Sell	-12,800	Closed	-$319K	–	6534
2021 Q3	$319K	Buy	+12,800	New	+$315K	﹤0.01%	4613
2020 Q2	–	Sell	-64,800	Closed	-$616K	–	5030
2020 Q1	$616K	Sell	64,800 -9,600	-13%	-$128K	﹤0.01%	2433
2019 Q4	$918K	Buy	74,400 +16,000	+27%	+$233K	﹤0.01%	2492
2019 Q3	$960K	Sell	58,400 -9,200	-14%	-$167K	﹤0.01%	2030
2019 Q2	$1.38M	Buy	67,600 +2,800	+4%	+$50K	﹤0.01%	1781
2019 Q1	$962K	Buy	+64,800	New	+$1.12M	﹤0.01%	2108
2018 Q3	–	Sell	-15,200	Closed	-$212K	–	5584
2018 Q2	$212K	Hold	15,200	–	–	﹤0.01%	4299
2018 Q1	$212K	Sell	15,200 -6,800	-31%	-$83.8K	﹤0.01%	4299
2017 Q4	$298K	Buy	+22,000	New	+$299K	﹤0.01%	3636

Other funds holding NVEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.