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Jupiter Investment Management’s Haverty Furniture Companies HVT Stock Holding History

Jupiter Investment 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
2019
Q4 		– Sell
-11,878
Closed -$240K – 473
2019
Q3 		$240K Sell
11,878
-1,833
-13% -$34.6K ﹤0.01% 410
2019
Q2 		$233K Buy
13,711
+2,967
+28% +$58.5K ﹤0.01% 303
2019
Q1 		$235K Buy
+10,744
New +$232K ﹤0.01% 321

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Jupiter Investment Management's HVT Position: Q4 2019 in Review

Jupiter Investment Management sold out of Haverty Furniture Companies (HVT) in Q4 2019, closing a stake of 11,878 shares — an estimated $240K sold.

Jupiter Investment Management first reported a position in HVT in Q1 2019 and held it in 3 quarters. The position peaked at $240K in Q3 2019. 130 funds tracked by Wall St. Rank hold HVT as of Q4 2019.

  • Jupiter Investment Management reported no remaining Haverty Furniture Companies position as of Q4 2019 after selling out during the quarter.
  • Jupiter Investment Management sold 11,878 Haverty Furniture Companies shares in Q4 2019, an estimated $240K.
  • Jupiter Investment Management first reported a position in Haverty Furniture Companies in Q1 2019 and held it in 3 quarters.
  • Jupiter Investment Management's Haverty Furniture Companies position peaked at $240K in Q3 2019.
  • 130 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.