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Convergence Investment Partners’s Ethan Allen Interiors ETD Stock Holding History

Convergence Investment Partners’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
2019
Q4 		– Sell
-5,887
Closed -$112K – 254
2019
Q3 		$112K Sell
5,887
-364
-6% -$6.93K 0.03% 284
2019
Q2 		$132K Sell
6,251
-1,528
-20% -$32.1K 0.03% 287
2019
Q1 		$149K Buy
+7,779
New +$149K 0.03% 294
2016
Q2 		– Sell
-45,722
Closed -$1.46M – 328
2016
Q1 		$1.46M Buy
45,722
+9,690
+27% +$271K 0.17% 206
2015
Q4 		$1M Sell
36,032
-10,300
-22% -$287K 0.11% 255
2015
Q3 		$1.22M Buy
+46,332
New +$1.36M 0.14% 229

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Convergence Investment Partners's ETD Position: Q4 2019 in Review

Convergence Investment Partners sold out of Ethan Allen Interiors (ETD) in Q4 2019, closing a stake of 5,887 shares — an estimated $112K sold.

Convergence Investment Partners first reported a position in ETD in Q3 2015 and held it in 6 quarters. The position peaked at $1.46M in Q1 2016. 154 funds tracked by Wall St. Rank hold ETD as of Q4 2019.

  • Convergence Investment Partners reported no remaining Ethan Allen Interiors position as of Q4 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 5,887 Ethan Allen Interiors shares in Q4 2019, an estimated $112K.
  • Convergence Investment Partners first reported a position in Ethan Allen Interiors in Q3 2015 and held it in 6 quarters.
  • Convergence Investment Partners's Ethan Allen Interiors position peaked at $1.46M in Q1 2016.
  • 154 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2019.

Based on Convergence Investment Partners's 13F filing for Q4 2019, filed 22 Jan 2020.