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Essex Investment Management’s Haverty Furniture Companies HVT Stock Holding History

Essex Investment Management’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
2025
Q4 		– Sell
-75,658
Closed -$1.66M – 317
2025
Q3 		$1.66M Buy
75,658
+2,458
+3% +$54.6K 0.25% 128
2025
Q2 		$1.49M Buy
+73,200
New +$1.43M 0.27% 127

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Essex Investment Management's HVT Position: Q4 2025 in Review

Essex Investment Management sold out of Haverty Furniture Companies (HVT) in Q4 2025, closing a stake of 75,658 shares — an estimated $1.66M sold.

Essex Investment Management first reported a position in HVT in Q2 2025 and held it in 2 quarters. The position peaked at $1.66M in Q3 2025. 133 funds tracked by Wall St. Rank hold HVT as of Q4 2025.

  • Essex Investment Management reported no remaining Haverty Furniture Companies position as of Q4 2025 after selling out during the quarter.
  • Essex Investment Management sold 75,658 Haverty Furniture Companies shares in Q4 2025, an estimated $1.66M.
  • Essex Investment Management first reported a position in Haverty Furniture Companies in Q2 2025 and held it in 2 quarters.
  • Essex Investment Management's Haverty Furniture Companies position peaked at $1.66M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2025.

Based on Essex Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.