HighTower Advisors’s Haverty Furniture Companies HVT Stock Holding History

HighTower Advisors’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	-12,466	Closed	-$372K	–	3535
2022 Q4	$372K	Buy	+12,466	New	+$364K	﹤0.01%	2325
2021 Q2	–	Sell	-5,879	Closed	-$219K	–	3260
2021 Q1	$219K	Buy	+5,879	New	+$203K	﹤0.01%	2536
2018 Q1	–	Sell	-8,879	Closed	-$200K	–	2262
2017 Q4	$200K	Hold	8,879	–	–	﹤0.01%	1926
2017 Q3	$232K	Sell	8,879 -6,000	-40%	-$143K	﹤0.01%	1813
2017 Q2	$374K	Sell	14,879 -5,000	-25%	-$122K	﹤0.01%	1511
2017 Q1	$483K	Sell	19,879 -2,000	-9%	-$45.8K	﹤0.01%	1338
2016 Q4	$519K	Sell	21,879 -6,000	-22%	-$126K	0.01%	1236
2016 Q3	$559K	Hold	27,879	–	–	0.01%	1187
2016 Q2	$502K	Hold	27,879	–	–	0.01%	1131
2016 Q1	$591K	Sell	27,879 -1,451	-5%	-$28.5K	﹤0.01%	1295
2015 Q4	$629K	Hold	29,330	–	–	0.01%	1201
2015 Q3	$689K	Hold	29,330	–	–	0.01%	1064
2015 Q2	$634K	Hold	29,330	–	–	0.01%	937
2015 Q1	$730K	Sell	29,330 -181	-0.6%	-$4.39K	0.01%	933
2014 Q4	$650K	Hold	29,511	–	–	0.01%	956
2014 Q3	$643K	Hold	29,511	–	–	0.01%	936
2014 Q2	$742K	Hold	29,511	–	–	0.01%	911
2014 Q1	$876K	Hold	29,511	–	–	0.02%	793
2013 Q4	$924K	Sell	29,511 -1,110	-4%	-$30.6K	0.02%	726
2013 Q3	$751K	Buy	+30,621	New	+$772K	0.02%	707

Other funds holding HVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

HighTower Advisors's HVT Position: Q1 2023 in Review

HighTower Advisors sold out of Haverty Furniture Companies (HVT) in Q1 2023, closing a stake of 12,466 shares — an estimated $372K sold.

HighTower Advisors first reported a position in HVT in Q3 2013 and held it in 20 quarters. The position peaked at $924K in Q4 2013. 155 funds tracked by Wall St. Rank hold HVT as of Q1 2023.

HighTower Advisors reported no remaining Haverty Furniture Companies position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 12,466 Haverty Furniture Companies shares in Q1 2023, an estimated $372K.
HighTower Advisors first reported a position in Haverty Furniture Companies in Q3 2013 and held it in 20 quarters.
HighTower Advisors's Haverty Furniture Companies position peaked at $924K in Q4 2013.
155 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.