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Bogle Investment Management’s Haverty Furniture Companies HVT Stock Holding History

Bogle Investment Management’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-32,913
Closed -$826K – 320
2017
Q2 		$826K Buy
32,913
+4,928
+18% +$120K 0.06% 232
2017
Q1 		$681K Sell
27,985
-8,171
-23% -$187K 0.05% 249
2016
Q4 		$856K Buy
+36,156
New +$756K 0.06% 264
2015
Q1 		– Sell
-28,912
Closed -$636K – 372
2014
Q4 		$636K Buy
+28,912
New +$621K 0.04% 290
2014
Q2 		– Sell
-60,337
Closed -$1.79M – 353
2014
Q1 		$1.79M Buy
60,337
+7,525
+14% +$216K 0.12% 224
2013
Q4 		$1.65M Sell
52,812
-15,741
-23% -$434K 0.14% 194
2013
Q3 		$1.68M Sell
68,553
-78,037
-53% -$1.97M 0.17% 183
2013
Q2 		$3.37M Buy
+146,590
New +$3.45M 0.41% 103

Other funds holding HVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Bogle Investment Management's HVT Position: Q3 2017 in Review

Bogle Investment Management sold out of Haverty Furniture Companies (HVT) in Q3 2017, closing a stake of 32,913 shares — an estimated $826K sold.

Bogle Investment Management first reported a position in HVT in Q2 2013 and held it in 8 quarters. The position peaked at $3.37M in Q2 2013. 137 funds tracked by Wall St. Rank hold HVT as of Q3 2017.

  • Bogle Investment Management reported no remaining Haverty Furniture Companies position as of Q3 2017 after selling out during the quarter.
  • Bogle Investment Management sold 32,913 Haverty Furniture Companies shares in Q3 2017, an estimated $826K.
  • Bogle Investment Management first reported a position in Haverty Furniture Companies in Q2 2013 and held it in 8 quarters.
  • Bogle Investment Management's Haverty Furniture Companies position peaked at $3.37M in Q2 2013.
  • 137 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2017.

Based on Bogle Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.