Caldwell Trust’s NVR NVR Stock Holding History

Caldwell Trust’s Portfolio NVR Stock Details NVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-20	Closed	-$65.2K	–	755
2020 Q2	$65.2K	Hold	20	–	–	0.01%	383
2020 Q1	$51.4K	Hold	20	–	–	0.01%	411
2019 Q4	$76.2K	Buy	+20	New	+$74K	0.01%	404

Other funds holding NVR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Trust's NVR Position: Q3 2020 in Review

Caldwell Trust sold out of NVR (NVR) in Q3 2020, closing a stake of 20 shares — an estimated $65.2K sold.

Caldwell Trust first reported a position in NVR in Q4 2019 and held it in 3 quarters. The position peaked at $76.2K in Q4 2019. 479 funds tracked by Wall St. Rank hold NVR as of Q3 2020.

Caldwell Trust reported no remaining NVR position as of Q3 2020 after selling out during the quarter.
Caldwell Trust sold 20 NVR shares in Q3 2020, an estimated $65.2K.
Caldwell Trust first reported a position in NVR in Q4 2019 and held it in 3 quarters.
Caldwell Trust's NVR position peaked at $76.2K in Q4 2019.
479 funds tracked by Wall St. Rank held NVR as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.