Cerity Partners’s Haverty Furniture Companies HVT Stock Holding History

Cerity Partners’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
2023 Q2	–	Sell	-360	Closed	-$788K	–	1789
2023 Q1	$788K	Buy	+360	New	+$12.2K	﹤0.01%	1085
2018 Q3	–	Sell	-12,343	Closed	-$267K	–	552
2018 Q2	$267K	Buy	12,343 +619	+5%	+$12.3K	0.02%	449
2018 Q1	$236K	Buy	+11,724	New	+$252K	0.02%	475

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Cerity Partners's HVT Position: Q2 2023 in Review

Cerity Partners sold out of Haverty Furniture Companies (HVT) in Q2 2023, closing a stake of 360 shares — an estimated $788K sold.

Cerity Partners first reported a position in HVT in Q1 2018 and held it in 3 quarters. The position peaked at $788K in Q1 2023. 144 funds tracked by Wall St. Rank hold HVT as of Q2 2023.

Cerity Partners reported no remaining Haverty Furniture Companies position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 360 Haverty Furniture Companies shares in Q2 2023, an estimated $788K.
Cerity Partners first reported a position in Haverty Furniture Companies in Q1 2018 and held it in 3 quarters.
Cerity Partners's Haverty Furniture Companies position peaked at $788K in Q1 2023.
144 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.