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Congress Asset Management’s Ethan Allen Interiors ETD Stock Holding History

Congress Asset Management’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
2022
Q3 		– Sell
-10,127
Closed -$205K – 369
2022
Q2 		$205K Buy
+10,127
New +$239K ﹤0.01% 363

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State Street
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LSV Asset Management
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Charles Schwab
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Congress Asset Management's ETD Position: Q3 2022 in Review

Congress Asset Management sold out of Ethan Allen Interiors (ETD) in Q3 2022, closing a stake of 10,127 shares — an estimated $205K sold.

Congress Asset Management first reported a position in ETD in Q2 2022 and held it in 1 quarter. The position peaked at $205K in Q2 2022. 185 funds tracked by Wall St. Rank hold ETD as of Q3 2022.

  • Congress Asset Management reported no remaining Ethan Allen Interiors position as of Q3 2022 after selling out during the quarter.
  • Congress Asset Management sold 10,127 Ethan Allen Interiors shares in Q3 2022, an estimated $205K.
  • Congress Asset Management first reported a position in Ethan Allen Interiors in Q2 2022 and held it in 1 quarter.
  • Congress Asset Management's Ethan Allen Interiors position peaked at $205K in Q2 2022.
  • 185 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2022.

Based on Congress Asset Management's 13F filing for Q3 2022, filed 8 Nov 2022.