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Innealta Capital’s Haverty Furniture Companies HVT Stock Holding History

Innealta Capital’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
2024
Q3 		– Sell
-557
Closed -$14.1K – 859
2024
Q2 		$14.1K Buy
+557
New +$16.1K ﹤0.01% 755

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Innealta Capital's HVT Position: Q3 2024 in Review

Innealta Capital sold out of Haverty Furniture Companies (HVT) in Q3 2024, closing a stake of 557 shares — an estimated $14.1K sold.

Innealta Capital first reported a position in HVT in Q2 2024 and held it in 1 quarter. The position peaked at $14.1K in Q2 2024. 154 funds tracked by Wall St. Rank hold HVT as of Q3 2024.

  • Innealta Capital reported no remaining Haverty Furniture Companies position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 557 Haverty Furniture Companies shares in Q3 2024, an estimated $14.1K.
  • Innealta Capital first reported a position in Haverty Furniture Companies in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Haverty Furniture Companies position peaked at $14.1K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.