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Shell Asset Management’s Haverty Furniture Companies HVT Stock Holding History

Shell Asset 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
2025
Q3 		– Sell
-1,470
Closed -$30K – 1207
2025
Q2 		$30K Sell
1,470
-965
-40% -$18.8K ﹤0.01% 1198
2025
Q1 		$48K Sell
2,435
-106
-4% -$2.32K ﹤0.01% 1155
2024
Q4 		$57K Hold
2,541
– – ﹤0.01% 1154
2024
Q3 		$70K Buy
+2,541
New +$68.2K ﹤0.01% 1125
2024
Q1 		$68K Sell
2,686
-301
-10% -$10.2K ﹤0.01% 1105
2023
Q4 		$106K Sell
2,987
-892
-23% -$27.3K ﹤0.01% 1044
2023
Q3 		$112K Sell
3,879
-60
-2% -$1.91K ﹤0.01% 1064
2023
Q2 		$119K Sell
3,939
-1,646
-29% -$47.1K ﹤0.01% 1082
2023
Q1 		$178K Sell
5,585
-19
-0.3% -$644 0.01% 966
2022
Q4 		$168K Sell
5,604
-1,262
-18% -$36.9K 0.01% 1010
2022
Q3 		$171K Sell
6,866
-1,780
-21% -$48.2K 0.01% 1063
2022
Q2 		$200K Buy
8,646
+25
+0.3% +$667 0.01% 1124
2022
Q1 		$236K Sell
8,621
-1,269
-13% -$36.8K 0.01% 1127
2021
Q4 		$302K Buy
9,890
+32
+0.3% +$1.03K 0.01% 1105
2021
Q3 		$332K Sell
9,858
-420
-4% -$15.6K 0.01% 1041
2021
Q2 		$439K Buy
10,278
+550
+6% +$24.1K 0.01% 975
2021
Q1 		$362K Hold
9,728
– – 0.01% 981
2020
Q4 		$269K Hold
9,728
– – 0.01% 1037
2020
Q3 		$204K Hold
9,728
– – ﹤0.01% 1038
2020
Q2 		$156K Buy
+9,728
New +$142K ﹤0.01% 1074

Other funds holding HVT

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Shell Asset Management's HVT Position: Q3 2025 in Review

Shell Asset Management sold out of Haverty Furniture Companies (HVT) in Q3 2025, closing a stake of 1,470 shares — an estimated $30K sold.

Shell Asset Management first reported a position in HVT in Q2 2020 and held it in 20 quarters. The position peaked at $439K in Q2 2021. 120 funds tracked by Wall St. Rank hold HVT as of Q3 2025.

  • Shell Asset Management reported no remaining Haverty Furniture Companies position as of Q3 2025 after selling out during the quarter.
  • Shell Asset Management sold 1,470 Haverty Furniture Companies shares in Q3 2025, an estimated $30K.
  • Shell Asset Management first reported a position in Haverty Furniture Companies in Q2 2020 and held it in 20 quarters.
  • Shell Asset Management's Haverty Furniture Companies position peaked at $439K in Q2 2021.
  • 120 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.