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Lindbrook Capital’s Haverty Furniture Companies HVT Stock Holding History

Lindbrook 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
Q4 		– Sell
-18
Closed -$494 – 2840
2024
Q3 		$494 Buy
+18
New +$483 ﹤0.01% 2664
2022
Q2 		– Sell
-63
Closed -$2K – 2600
2022
Q1 		$2K Buy
+63
New +$1.83K ﹤0.01% 2009

Other funds holding HVT

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's HVT Position: Q4 2024 in Review

Lindbrook Capital sold out of Haverty Furniture Companies (HVT) in Q4 2024, closing a stake of 18 shares — an estimated $494 sold.

Lindbrook Capital first reported a position in HVT in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 133 funds tracked by Wall St. Rank hold HVT as of Q4 2024.

  • Lindbrook Capital reported no remaining Haverty Furniture Companies position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 18 Haverty Furniture Companies shares in Q4 2024, an estimated $494.
  • Lindbrook Capital first reported a position in Haverty Furniture Companies in Q1 2022 and held it in 2 quarters.
  • Lindbrook Capital's Haverty Furniture Companies position peaked at $2K in Q1 2022.
  • 133 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.