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Diversified Trust’s Haverty Furniture Companies HVT Stock Holding History

Diversified Trust’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
2021
Q3 		– Sell
-5,145
Closed -$220K – 829
2021
Q2 		$220K Buy
+5,145
New +$225K 0.01% 679

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State Street
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Acadian Asset Management
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Northern Trust
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Arrowstreet Capital
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Bank of New York Mellon
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Diversified Trust's HVT Position: Q3 2021 in Review

Diversified Trust sold out of Haverty Furniture Companies (HVT) in Q3 2021, closing a stake of 5,145 shares — an estimated $220K sold.

Diversified Trust first reported a position in HVT in Q2 2021 and held it in 1 quarter. The position peaked at $220K in Q2 2021. 183 funds tracked by Wall St. Rank hold HVT as of Q3 2021.

  • Diversified Trust reported no remaining Haverty Furniture Companies position as of Q3 2021 after selling out during the quarter.
  • Diversified Trust sold 5,145 Haverty Furniture Companies shares in Q3 2021, an estimated $220K.
  • Diversified Trust first reported a position in Haverty Furniture Companies in Q2 2021 and held it in 1 quarter.
  • Diversified Trust's Haverty Furniture Companies position peaked at $220K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2021.

Based on Diversified Trust's 13F filing for Q3 2021, filed 13 Jan 2022.