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Howe & Rusling’s Haverty Furniture Companies HVT Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-1,115
Closed -$28K – 645
2022
Q3 		$28K Hold
1,115
– – ﹤0.01% 385
2022
Q2 		$26K Buy
1,115
+12
+1% +$320 ﹤0.01% 392
2022
Q1 		$30K Buy
1,103
+10
+0.9% +$290 ﹤0.01% 373
2021
Q4 		$33K Buy
1,093
+8
+0.7% +$258 ﹤0.01% 370
2021
Q3 		$37K Buy
1,085
+8
+0.7% +$298 ﹤0.01% 336
2021
Q2 		$46K Buy
+1,077
New +$47.1K 0.01% 305
2019
Q2 		– Sell
-105
Closed -$2K – 845
2019
Q1 		$2K Buy
+105
New +$2.27K ﹤0.01% 668

Other funds holding HVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Howe & Rusling's HVT Position: Q4 2022 in Review

Howe & Rusling sold out of Haverty Furniture Companies (HVT) in Q4 2022, closing a stake of 1,115 shares — an estimated $28K sold.

Howe & Rusling first reported a position in HVT in Q1 2019 and held it in 7 quarters. The position peaked at $46K in Q2 2021. 164 funds tracked by Wall St. Rank hold HVT as of Q4 2022.

  • Howe & Rusling reported no remaining Haverty Furniture Companies position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,115 Haverty Furniture Companies shares in Q4 2022, an estimated $28K.
  • Howe & Rusling first reported a position in Haverty Furniture Companies in Q1 2019 and held it in 7 quarters.
  • Howe & Rusling's Haverty Furniture Companies position peaked at $46K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.