Caitlin John’s Haverty Furniture Companies HVT Stock Holding History

Caitlin John’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
2024 Q1	–	Sell	-3	Closed	-$107	–	910
2023 Q4	$107	Buy	+3	New	+$92	﹤0.01%	868

Other funds holding HVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caitlin John's HVT Position: Q1 2024 in Review

Caitlin John sold out of Haverty Furniture Companies (HVT) in Q1 2024, closing a stake of 3 shares — an estimated $107 sold.

Caitlin John first reported a position in HVT in Q4 2023 and held it in 1 quarter. The position peaked at $107 in Q4 2023. 142 funds tracked by Wall St. Rank hold HVT as of Q1 2024.

Caitlin John reported no remaining Haverty Furniture Companies position as of Q1 2024 after selling out during the quarter.
Caitlin John sold 3 Haverty Furniture Companies shares in Q1 2024, an estimated $107.
Caitlin John first reported a position in Haverty Furniture Companies in Q4 2023 and held it in 1 quarter.
Caitlin John's Haverty Furniture Companies position peaked at $107 in Q4 2023.
142 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2024.

Based on Caitlin John's 13F filing for Q1 2024, filed 27 Jan 2025.