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

Cresset 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
Q1 		– Sell
-8,736
Closed -$231K – 1035
2021
Q4 		$231K Buy
+8,736
New +$213K ﹤0.01% 992
2019
Q2 		– Sell
-6
Closed – – 847
2019
Q1 		$0 Buy
+6
New +$115 ﹤0.01% 2018

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cresset Asset Management's ETD Position: Q1 2022 in Review

Cresset Asset Management sold out of Ethan Allen Interiors (ETD) in Q1 2022, closing a stake of 8,736 shares — an estimated $231K sold.

Cresset Asset Management first reported a position in ETD in Q1 2019 and held it in 2 quarters. The position peaked at $231K in Q4 2021. 203 funds tracked by Wall St. Rank hold ETD as of Q1 2022.

  • Cresset Asset Management reported no remaining Ethan Allen Interiors position as of Q1 2022 after selling out during the quarter.
  • Cresset Asset Management sold 8,736 Ethan Allen Interiors shares in Q1 2022, an estimated $231K.
  • Cresset Asset Management first reported a position in Ethan Allen Interiors in Q1 2019 and held it in 2 quarters.
  • Cresset Asset Management's Ethan Allen Interiors position peaked at $231K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2022.

Based on Cresset Asset Management's 13F filing for Q1 2022, filed 16 May 2022.