KA
NVR icon

Kaizen Advisory’s NVR NVR Stock Holding History

Kaizen Advisory’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
2018
Q4 		$805K Sell
330
-60
-15% -$142K 0.56% 35
2018
Q3 		$964K Buy
+390
New +$1.08M 0.5% 83

Other funds holding NVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kaizen Advisory's NVR Position: Q4 2018 in Review

Kaizen Advisory reduced its NVR (NVR) stake by 15% in Q4 2018, selling an estimated $142K and leaving 330 shares worth $805K. The position accounts for 0.56% of the portfolio, ranked #35.

Kaizen Advisory first reported a position in NVR in Q3 2018 and has held it in 2 quarters since. The position peaked at $964K in Q3 2018. 373 funds tracked by Wall St. Rank hold NVR as of Q4 2018.

  • Kaizen Advisory held 330 shares of NVR worth $805K as of Q4 2018.
  • Kaizen Advisory sold 60 NVR shares in Q4 2018, an estimated $142K.
  • NVR made up 0.56% of Kaizen Advisory's portfolio in Q4 2018, its #35 holding.
  • Kaizen Advisory first reported a position in NVR in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's NVR position peaked at $964K in Q3 2018.
  • 373 funds tracked by Wall St. Rank held NVR as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.