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Orion Portfolio Solutions’s Haverty Furniture Companies HVT Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-88
Closed -$1K – 1149
2020
Q2 		$1K Buy
+88
New +$1.28K ﹤0.01% 1995

Other funds holding HVT

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Dimensional Fund Advisors
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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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Orion Portfolio Solutions's HVT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Haverty Furniture Companies (HVT) in Q3 2020, closing a stake of 88 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in HVT in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 140 funds tracked by Wall St. Rank hold HVT as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Haverty Furniture Companies position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 88 Haverty Furniture Companies shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Haverty Furniture Companies in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Haverty Furniture Companies position peaked at $1K in Q2 2020.
  • 140 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.