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Burney Company’s Ethan Allen Interiors ETD Stock Holding History

Burney Company’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
2025
Q4 		– Sell
-7,033
Closed -$207K – 620
2025
Q3 		$207K Sell
7,033
-215
-3% -$6.35K 0.01% 565
2025
Q2 		$202K Sell
7,248
-450
-6% -$12.2K 0.01% 560
2025
Q1 		$213K Buy
7,698
+221
+3% +$6.29K 0.01% 552
2024
Q4 		$210K Sell
7,477
-90
-1% -$2.67K 0.01% 567
2024
Q3 		$241K Buy
7,567
+1
+0% +$30 0.01% 559
2024
Q2 		$211K Sell
7,566
-3,831
-34% -$114K 0.01% 569
2024
Q1 		$394K Sell
11,397
-102
-0.9% -$3.19K 0.02% 484
2023
Q4 		$367K Sell
11,499
-406
-3% -$11.6K 0.02% 469
2023
Q3 		$356K Buy
11,905
+3,501
+42% +$108K 0.02% 452
2023
Q2 		$238K Buy
+8,404
New +$228K 0.01% 523

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return