LF
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Lee Financial’s NVR NVR Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-1
Closed -$5.96K – 905
2023
Q3 		$5.96K Hold
1
– – ﹤0.01% 489
2023
Q2 		$6.35K Hold
1
– – ﹤0.01% 475
2023
Q1 		$5.57K Buy
+1
New +$5.16K ﹤0.01% 515
2022
Q4 		– Sell
-1
Closed -$4K – 976
2022
Q3 		$4K Buy
+1
New +$4.26K ﹤0.01% 582

Other funds holding NVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Financial's NVR Position: Q4 2023 in Review

Lee Financial sold out of NVR (NVR) in Q4 2023, closing a stake of 1 share — an estimated $5.96K sold.

Lee Financial first reported a position in NVR in Q3 2022 and held it in 4 quarters. The position peaked at $6.35K in Q2 2023. 646 funds tracked by Wall St. Rank hold NVR as of Q4 2023.

  • Lee Financial reported no remaining NVR position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 1 NVR share in Q4 2023, an estimated $5.96K.
  • Lee Financial first reported a position in NVR in Q3 2022 and held it in 4 quarters.
  • Lee Financial's NVR position peaked at $6.35K in Q2 2023.
  • 646 funds tracked by Wall St. Rank held NVR as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.