Denali Advisors’s Haverty Furniture Companies HVT Stock Holding History

Denali Advisors’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 Q4	–	Sell	-11,300	Closed	-$310K	–	292
2024 Q3	$310K	Sell	11,300 -9,900	-47%	-$266K	0.03%	259
2024 Q2	$536K	Sell	21,200 -35,200	-62%	-$1.02M	0.15%	132
2024 Q1	$1.92M	Buy	56,400 +21,400	+61%	+$727K	0.57%	56
2023 Q4	$1.24M	Buy	35,000 +5,600	+19%	+$171K	0.38%	73
2023 Q3	$846K	Hold	29,400	–	–	0.3%	86
2023 Q2	$888K	Buy	29,400 +17,600	+149%	+$504K	0.31%	81
2023 Q1	$377K	Buy	+11,800	New	+$400K	0.16%	131
2021 Q4	–	Sell	-14,422	Closed	-$486K	–	396
2021 Q3	$486K	Buy	+14,422	New	+$537K	0.2%	119
2021 Q2	–	Sell	-17,900	Closed	-$666K	–	317
2021 Q1	$666K	Buy	+17,900	New	+$619K	0.2%	139

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

CIM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Denali Advisors's HVT Position: Q4 2024 in Review

Denali Advisors sold out of Haverty Furniture Companies (HVT) in Q4 2024, closing a stake of 11,300 shares — an estimated $310K sold.

Denali Advisors first reported a position in HVT in Q1 2021 and held it in 9 quarters. The position peaked at $1.92M in Q1 2024. 133 funds tracked by Wall St. Rank hold HVT as of Q4 2024.

Denali Advisors reported no remaining Haverty Furniture Companies position as of Q4 2024 after selling out during the quarter.
Denali Advisors sold 11,300 Haverty Furniture Companies shares in Q4 2024, an estimated $310K.
Denali Advisors first reported a position in Haverty Furniture Companies in Q1 2021 and held it in 9 quarters.
Denali Advisors's Haverty Furniture Companies position peaked at $1.92M in Q1 2024.
133 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2024.

Based on Denali Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.