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Aperio Group’s Ethan Allen Interiors ETD Stock Holding History

Aperio Group’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$542K Buy
26,828
+1,936
+8% +$34.1K ﹤0.01% 1924
2020
Q3 		$337K Buy
24,892
+12,724
+105% +$168K ﹤0.01% 2017
2020
Q2 		$144K Sell
12,168
-18,616
-60% -$207K ﹤0.01% 2236
2020
Q1 		$315K Buy
30,784
+13,508
+78% +$197K ﹤0.01% 1877
2019
Q4 		$329K Buy
17,276
+4,975
+40% +$92.7K ﹤0.01% 2017
2019
Q3 		$235K Sell
12,301
-44,556
-78% -$848K ﹤0.01% 2116
2019
Q2 		$1.2M Buy
56,857
+33,919
+148% +$712K ﹤0.01% 1315
2019
Q1 		$439K Sell
22,938
-6,245
-21% -$119K ﹤0.01% 1827
2018
Q4 		$513K Buy
29,183
+11,807
+68% +$232K ﹤0.01% 1661
2018
Q3 		$361K Buy
17,376
+8,924
+106% +$204K ﹤0.01% 1932
2018
Q2 		$207K Sell
8,452
-3,053
-27% -$72.2K ﹤0.01% 2154
2018
Q1 		$264K Buy
+11,505
New +$290K ﹤0.01% 2016
2017
Q4 		– Sell
-7,072
Closed -$229K – 2245
2017
Q3 		$229K Sell
7,072
-115
-2% -$3.52K ﹤0.01% 2061
2017
Q2 		$232K Sell
7,187
-2,024
-22% -$59.5K ﹤0.01% 2032
2017
Q1 		$282K Sell
9,211
-4,394
-32% -$133K ﹤0.01% 1853
2016
Q4 		$501K Buy
13,605
+1,500
+12% +$50.2K ﹤0.01% 1515
2016
Q3 		$379K Buy
12,105
+138
+1% +$4.68K ﹤0.01% 1609
2016
Q2 		$395K Buy
11,967
+193
+2% +$6.24K ﹤0.01% 1513
2016
Q1 		$375K Buy
+11,774
New +$329K ﹤0.01% 1517

Other funds holding ETD

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
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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Aperio Group's ETD Position: Q4 2020 in Review

Aperio Group increased its Ethan Allen Interiors (ETD) stake by 7.8% in Q4 2020, buying an estimated $34.1K and bringing the position to 26,828 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Aperio Group first reported a position in ETD in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.2M in Q2 2019. 144 funds tracked by Wall St. Rank hold ETD as of Q4 2020.

  • Aperio Group held 26,828 shares of Ethan Allen Interiors worth $542K as of Q4 2020.
  • Aperio Group bought 1,936 Ethan Allen Interiors shares in Q4 2020, an estimated $34.1K.
  • Ethan Allen Interiors made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1924 holding.
  • Aperio Group first reported a position in Ethan Allen Interiors in Q1 2016 and has held it in 19 quarters since.
  • Aperio Group's Ethan Allen Interiors position peaked at $1.2M in Q2 2019.
  • 144 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.