Ergoteles’s Haverty Furniture Companies HVT Stock Holding History

Ergoteles’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 Q1	–	Sell	-8,451	Closed	-$253K	–	1472
2022 Q4	$253K	Buy	+8,451	New	+$247K	0.01%	976

Other funds holding HVT

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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

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

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

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

Ergoteles's HVT Position: Q1 2023 in Review

Ergoteles sold out of Haverty Furniture Companies (HVT) in Q1 2023, closing a stake of 8,451 shares — an estimated $253K sold.

Ergoteles first reported a position in HVT in Q4 2022 and held it in 1 quarter. The position peaked at $253K in Q4 2022. 155 funds tracked by Wall St. Rank hold HVT as of Q1 2023.

Ergoteles reported no remaining Haverty Furniture Companies position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 8,451 Haverty Furniture Companies shares in Q1 2023, an estimated $253K.
Ergoteles first reported a position in Haverty Furniture Companies in Q4 2022 and held it in 1 quarter.
Ergoteles's Haverty Furniture Companies position peaked at $253K in Q4 2022.
155 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.