MGIA
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Moneta Group Investment Advisors’s NVR NVR Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-79
Closed -$235K – 321
2018
Q2 		$235K Buy
79
+40
+103% +$122K 0.03% 233
2018
Q1 		$109K Buy
+39
New +$124K 0.01% 237

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Moneta Group Investment Advisors's NVR Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of NVR (NVR) in Q3 2018, closing a stake of 79 shares — an estimated $235K sold.

Moneta Group Investment Advisors first reported a position in NVR in Q1 2018 and held it in 2 quarters. The position peaked at $235K in Q2 2018. 394 funds tracked by Wall St. Rank hold NVR as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining NVR position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 79 NVR shares in Q3 2018, an estimated $235K.
  • Moneta Group Investment Advisors first reported a position in NVR in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's NVR position peaked at $235K in Q2 2018.
  • 394 funds tracked by Wall St. Rank held NVR as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.