Koss-Olinger Consulting’s Haverty Furniture Companies HVT Stock Holding History

Koss-Olinger Consulting’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	-14,479	Closed	-$322K	–	318
2024 Q4	$322K	Sell	14,479 -765	-5%	-$18.1K	0.03%	154
2024 Q3	$419K	Buy	15,244 +991	+7%	+$26.6K	0.04%	182
2024 Q2	$360K	Buy	+14,253	New	+$412K	0.03%	186
2024 Q1	–	Sell	-12,058	Closed	-$428K	–	153
2023 Q4	$428K	Buy	12,058 +1,824	+18%	+$55.7K	0.04%	169
2023 Q3	$295K	Buy	10,234 +1,493	+17%	+$47.6K	0.04%	192
2023 Q2	$264K	Buy	8,741 +874	+11%	+$25K	0.03%	207
2023 Q1	$251K	Buy	7,867 +232	+3%	+$7.87K	0.03%	202
2022 Q4	$228K	Buy	+7,635	New	+$223K	0.03%	197

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Koss-Olinger Consulting's HVT Position: Q1 2025 in Review

Koss-Olinger Consulting sold out of Haverty Furniture Companies (HVT) in Q1 2025, closing a stake of 14,479 shares — an estimated $322K sold.

Koss-Olinger Consulting first reported a position in HVT in Q4 2022 and held it in 8 quarters. The position peaked at $428K in Q4 2023. 123 funds tracked by Wall St. Rank hold HVT as of Q1 2025.

Koss-Olinger Consulting reported no remaining Haverty Furniture Companies position as of Q1 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 14,479 Haverty Furniture Companies shares in Q1 2025, an estimated $322K.
Koss-Olinger Consulting first reported a position in Haverty Furniture Companies in Q4 2022 and held it in 8 quarters.
Koss-Olinger Consulting's Haverty Furniture Companies position peaked at $428K in Q4 2023.
123 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q1 2025.

Based on Koss-Olinger Consulting's 13F filing for Q1 2025, filed 12 May 2025.