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Disciplined Growth Investors’s Ethan Allen Interiors ETD Stock Holding History

Disciplined Growth Investors’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
2018
Q4 		– Sell
-1,906,783
Closed -$39.6M – 90
2018
Q3 		$39.6M Sell
1,906,783
-259,427
-12% -$5.94M 0.66% 49
2018
Q2 		$53.1M Sell
2,166,210
-22,441
-1% -$531K 0.98% 37
2018
Q1 		$50.2M Sell
2,188,651
-46,645
-2% -$1.17M 0.99% 36
2017
Q4 		$63.9M Sell
2,235,296
-1,920
-0.1% -$56.3K 1.26% 30
2017
Q3 		$72.5M Sell
2,237,216
-28,850
-1% -$884K 1.52% 30
2017
Q2 		$73.2M Buy
2,266,066
+7,231
+0.3% +$213K 1.53% 28
2017
Q1 		$69.2M Sell
2,258,835
-10,438
-0.5% -$317K 1.54% 27
2016
Q4 		$83.6M Buy
2,269,273
+23,860
+1% +$799K 1.91% 22
2016
Q3 		$70.2M Buy
2,245,413
+1,250
+0.1% +$42.4K 1.67% 24
2016
Q2 		$74.1M Sell
2,244,163
-5,500
-0.2% -$178K 1.86% 18
2016
Q1 		$71.6M Sell
2,249,663
-88,500
-4% -$2.47M 1.82% 21
2015
Q4 		$65M Sell
2,338,163
-22,175
-0.9% -$619K 1.64% 22
2015
Q3 		$62.3M Buy
2,360,338
+23,425
+1% +$687K 1.6% 24
2015
Q2 		$61.6M Buy
2,336,913
+12,075
+0.5% +$312K 1.49% 26
2015
Q1 		$64.3M Sell
2,324,838
-15,316
-0.7% -$436K 1.51% 25
2014
Q4 		$72.5M Sell
2,340,154
-87,125
-4% -$2.43M 1.72% 21
2014
Q3 		$55.3M Sell
2,427,279
-10,150
-0.4% -$246K 1.42% 27
2014
Q2 		$60.3M Sell
2,437,429
-49,340
-2% -$1.21M 1.57% 28
2014
Q1 		$63.3M Buy
2,486,769
+61,350
+3% +$1.58M 1.61% 28
2013
Q4 		$73.8M Buy
2,425,419
+49,776
+2% +$1.41M 1.92% 19
2013
Q3 		$66.2M Buy
2,375,643
+51,738
+2% +$1.47M 1.93% 20
2013
Q2 		$66.9M Buy
+2,323,905
New +$72M 2.17% 16

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Disciplined Growth Investors's ETD Position: Q4 2018 in Review

Disciplined Growth Investors sold out of Ethan Allen Interiors (ETD) in Q4 2018, closing a stake of 1,906,783 shares — an estimated $39.6M sold.

Disciplined Growth Investors first reported a position in ETD in Q2 2013 and held it in 22 quarters. The position peaked at $83.6M in Q4 2016. 158 funds tracked by Wall St. Rank hold ETD as of Q4 2018.

  • Disciplined Growth Investors reported no remaining Ethan Allen Interiors position as of Q4 2018 after selling out during the quarter.
  • Disciplined Growth Investors sold 1,906,783 Ethan Allen Interiors shares in Q4 2018, an estimated $39.6M.
  • Disciplined Growth Investors first reported a position in Ethan Allen Interiors in Q2 2013 and held it in 22 quarters.
  • Disciplined Growth Investors's Ethan Allen Interiors position peaked at $83.6M in Q4 2016.
  • 158 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2018.

Based on Disciplined Growth Investors's 13F filing for Q4 2018, filed 13 Feb 2019.