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Dorsey Wright & Associates’s Haverty Furniture Companies HVT Stock Holding History

Dorsey Wright & Associates’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
Q4 		– Sell
-688
Closed -$19.8K – 203
2023
Q3 		$19.8K Sell
688
-24
-3% -$765 0.01% 250
2023
Q2 		$21.5K Buy
712
+72
+11% +$2.06K 0.01% 246
2023
Q1 		$20.4K Buy
+640
New +$21.7K 0.01% 232
2021
Q4 		– Sell
-1,282
Closed -$43K – 302
2021
Q3 		$43K Buy
1,282
+100
+8% +$3.72K 0.01% 246
2021
Q2 		$51K Hold
1,182
– – 0.01% 189
2021
Q1 		$44K Buy
1,182
+678
+135% +$23.4K 0.52% 76
2020
Q4 		$14K Buy
+504
New +$13.3K ﹤0.01% 245

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dorsey Wright & Associates's HVT Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of Haverty Furniture Companies (HVT) in Q4 2023, closing a stake of 688 shares — an estimated $19.8K sold.

Dorsey Wright & Associates first reported a position in HVT in Q4 2020 and held it in 7 quarters. The position peaked at $51K in Q2 2021. 148 funds tracked by Wall St. Rank hold HVT as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining Haverty Furniture Companies position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 688 Haverty Furniture Companies shares in Q4 2023, an estimated $19.8K.
  • Dorsey Wright & Associates first reported a position in Haverty Furniture Companies in Q4 2020 and held it in 7 quarters.
  • Dorsey Wright & Associates's Haverty Furniture Companies position peaked at $51K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.