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Hennion & Walsh Asset Management’s Haverty Furniture Companies HVT Stock Holding History

Hennion & Walsh Asset 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
Q1 		– Sell
-45,179
Closed -$1.01M – 886
2024
Q4 		$1.01M Sell
45,179
-14,555
-24% -$345K 0.05% 467
2024
Q3 		$1.64M Sell
59,734
-1,168
-2% -$31.4K 0.08% 330
2024
Q2 		$1.54M Buy
60,902
+196
+0.3% +$5.66K 0.08% 317
2024
Q1 		$2.07M Buy
60,706
+907
+2% +$30.8K 0.11% 252
2023
Q4 		$2.12M Sell
59,799
-15,225
-20% -$465K 0.12% 233
2023
Q3 		$2.16M Buy
75,024
+2,933
+4% +$93.5K 0.14% 201
2023
Q2 		$2.18M Buy
72,091
+19,619
+37% +$562K 0.13% 198
2023
Q1 		$1.67M Buy
52,472
+18,270
+53% +$620K 0.1% 241
2022
Q4 		$1.02M Buy
34,202
+6,548
+24% +$191K 0.06% 336
2022
Q3 		$689K Sell
27,654
-205
-0.7% -$5.55K 0.05% 416
2022
Q2 		$646K Sell
27,859
-269
-1% -$7.17K 0.04% 432
2022
Q1 		$771K Buy
28,128
+3,921
+16% +$114K 0.04% 405
2021
Q4 		$740K Buy
24,207
+16,808
+227% +$542K 0.04% 442
2021
Q3 		$249K Buy
+7,399
New +$275K 0.01% 668

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Hennion & Walsh Asset Management's HVT Position: Q1 2025 in Review

Hennion & Walsh Asset Management sold out of Haverty Furniture Companies (HVT) in Q1 2025, closing a stake of 45,179 shares — an estimated $1.01M sold.

Hennion & Walsh Asset Management first reported a position in HVT in Q3 2021 and held it in 14 quarters. The position peaked at $2.18M in Q2 2023. 123 funds tracked by Wall St. Rank hold HVT as of Q1 2025.

  • Hennion & Walsh Asset Management reported no remaining Haverty Furniture Companies position as of Q1 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 45,179 Haverty Furniture Companies shares in Q1 2025, an estimated $1.01M.
  • Hennion & Walsh Asset Management first reported a position in Haverty Furniture Companies in Q3 2021 and held it in 14 quarters.
  • Hennion & Walsh Asset Management's Haverty Furniture Companies position peaked at $2.18M in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.