Ownership history in WULFF, HANSEN & CO. Β· 17 quarters on record
This page tracks every 13F SEC filing in which WULFF, HANSEN & CO. reported a position in HAVERTY FURNITURE COS INC (HVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WULFF, HANSEN & CO. underperformed the S&P 500 by β8.4% annually on this HVT position. Timing score: 57% (4/7 decisions correct). Average cost basis: $22.84. Maximum drawdown during holding period: β41.0%.
β Significantly underperformed the S&P 500 by 8.4% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $18.27 (2022 Q2) Β· Worst: $23.64 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
6 adds Β· 1 trim. Bought during 4 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.6% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size