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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 $5.7T 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 $431B 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