GFG
HVT icon

Greystone Financial Group’s Haverty Furniture Companies HVT Stock Holding History

Greystone Financial Group’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
2022
Q2 		– Sell
-35,568
Closed -$975K – 80
2022
Q1 		$975K Buy
35,568
+2,012
+6% +$58.4K 0.25% 72
2021
Q4 		$1.03M Buy
33,556
+9,172
+38% +$296K 0.25% 70
2021
Q3 		$822K Buy
+24,384
New +$907K 0.24% 71

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Greystone Financial Group's HVT Position: Q2 2022 in Review

Greystone Financial Group sold out of Haverty Furniture Companies (HVT) in Q2 2022, closing a stake of 35,568 shares — an estimated $975K sold.

Greystone Financial Group first reported a position in HVT in Q3 2021 and held it in 3 quarters. The position peaked at $1.03M in Q4 2021. 150 funds tracked by Wall St. Rank hold HVT as of Q2 2022.

  • Greystone Financial Group reported no remaining Haverty Furniture Companies position as of Q2 2022 after selling out during the quarter.
  • Greystone Financial Group sold 35,568 Haverty Furniture Companies shares in Q2 2022, an estimated $975K.
  • Greystone Financial Group first reported a position in Haverty Furniture Companies in Q3 2021 and held it in 3 quarters.
  • Greystone Financial Group's Haverty Furniture Companies position peaked at $1.03M in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2022.

Based on Greystone Financial Group's 13F filing for Q2 2022, filed 3 Aug 2022.