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Legacy Private Trust’s NVR NVR Stock Holding History

Legacy Private 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
2018
Q4 		– Sell
-222
Closed -$549K – 232
2018
Q3 		$549K Sell
222
-113
-34% -$312K 0.06% 165
2018
Q2 		$995K Sell
335
-5
-1% -$15.3K 0.12% 136
2018
Q1 		$952K Sell
340
-190
-36% -$604K 0.11% 141
2017
Q4 		$1.86M Sell
530
-138
-21% -$449K 0.22% 96
2017
Q3 		$1.91M Buy
668
+223
+50% +$598K 0.23% 92
2017
Q2 		$1.07M Buy
+445
New +$1M 0.14% 123

Other funds holding NVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Legacy Private Trust's NVR Position: Q4 2018 in Review

Legacy Private Trust sold out of NVR (NVR) in Q4 2018, closing a stake of 222 shares — an estimated $549K sold.

Legacy Private Trust first reported a position in NVR in Q2 2017 and held it in 6 quarters. The position peaked at $1.91M in Q3 2017. 373 funds tracked by Wall St. Rank hold NVR as of Q4 2018.

  • Legacy Private Trust reported no remaining NVR position as of Q4 2018 after selling out during the quarter.
  • Legacy Private Trust sold 222 NVR shares in Q4 2018, an estimated $549K.
  • Legacy Private Trust first reported a position in NVR in Q2 2017 and held it in 6 quarters.
  • Legacy Private Trust's NVR position peaked at $1.91M in Q3 2017.
  • 373 funds tracked by Wall St. Rank held NVR as of Q4 2018.

Based on Legacy Private Trust's 13F filing for Q4 2018, filed 16 Jan 2019.