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Bramshill Investments’s Haverty Furniture Companies HVT Stock Holding History

Bramshill Investments’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
2022
Q3 		– Sell
-102
Closed -$3K – 165
2022
Q2 		$3K Buy
+102
New +$2.72K ﹤0.01% 180
2022
Q1 		– Sell
-30,836
Closed -$943K – 135
2021
Q4 		$943K Buy
+30,836
New +$994K 0.09% 95

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bramshill Investments's HVT Position: Q3 2022 in Review

Bramshill Investments sold out of Haverty Furniture Companies (HVT) in Q3 2022, closing a stake of 102 shares — an estimated $3K sold.

Bramshill Investments first reported a position in HVT in Q4 2021 and held it in 2 quarters. The position peaked at $943K in Q4 2021. 158 funds tracked by Wall St. Rank hold HVT as of Q3 2022.

  • Bramshill Investments reported no remaining Haverty Furniture Companies position as of Q3 2022 after selling out during the quarter.
  • Bramshill Investments sold 102 Haverty Furniture Companies shares in Q3 2022, an estimated $3K.
  • Bramshill Investments first reported a position in Haverty Furniture Companies in Q4 2021 and held it in 2 quarters.
  • Bramshill Investments's Haverty Furniture Companies position peaked at $943K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2022.

Based on Bramshill Investments's 13F filing for Q3 2022, filed 10 Nov 2022.