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Yousif Capital Management’s Haverty Furniture Companies HVT Stock Holding History

Yousif Capital 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
2024
Q2 		– Sell
-6,040
Closed -$206K – 1974
2024
Q1 		$206K Sell
6,040
-570
-9% -$19.4K ﹤0.01% 1860
2023
Q4 		$235K Buy
+6,610
New +$202K ﹤0.01% 1835
2023
Q3 		– Sell
-7,205
Closed -$218K – 1991
2023
Q2 		$218K Sell
7,205
-332
-4% -$9.5K ﹤0.01% 1823
2023
Q1 		$241K Sell
7,537
-1,070
-12% -$36.3K ﹤0.01% 1775
2022
Q4 		$257K Sell
8,607
-2,410
-22% -$70.5K ﹤0.01% 1763
2022
Q3 		$274K Sell
11,017
-551
-5% -$14.9K ﹤0.01% 1718
2022
Q2 		$268K Sell
11,568
-2,430
-17% -$64.8K ﹤0.01% 1757
2022
Q1 		$384K Buy
13,998
+505
+4% +$14.7K ﹤0.01% 1724
2021
Q4 		$412K Buy
+13,493
New +$435K ﹤0.01% 1723

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Yousif Capital Management's HVT Position: Q2 2024 in Review

Yousif Capital Management sold out of Haverty Furniture Companies (HVT) in Q2 2024, closing a stake of 6,040 shares — an estimated $206K sold.

Yousif Capital Management first reported a position in HVT in Q4 2021 and held it in 9 quarters. The position peaked at $412K in Q4 2021. 132 funds tracked by Wall St. Rank hold HVT as of Q2 2024.

  • Yousif Capital Management reported no remaining Haverty Furniture Companies position as of Q2 2024 after selling out during the quarter.
  • Yousif Capital Management sold 6,040 Haverty Furniture Companies shares in Q2 2024, an estimated $206K.
  • Yousif Capital Management first reported a position in Haverty Furniture Companies in Q4 2021 and held it in 9 quarters.
  • Yousif Capital Management's Haverty Furniture Companies position peaked at $412K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q2 2024.

Based on Yousif Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.