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Dorsey Wright & Associates’s Ethan Allen Interiors ETD Stock Holding History

Dorsey Wright & Associates’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
2023
Q4 		– Sell
-892
Closed -$26.7K – 182
2023
Q3 		$26.7K Sell
892
-31
-3% -$959 0.01% 195
2023
Q2 		$26.1K Buy
923
+93
+11% +$2.53K 0.01% 202
2023
Q1 		$22.8K Sell
830
-93
-10% -$2.64K 0.01% 204
2022
Q4 		$24.4K Buy
+923
New +$23.8K 0.01% 227
2022
Q2 		$31K Sell
1,512
-93
-6% -$2.2K 0.01% 248
2022
Q1 		$42K Sell
1,605
-217
-12% -$5.59K 0.01% 240
2021
Q4 		$48K Buy
1,822
+248
+16% +$6.06K 0.01% 259
2021
Q3 		$37K Buy
1,574
+124
+9% +$3.06K 0.01% 276
2021
Q2 		$40K Buy
+1,450
New +$41.9K 0.01% 254

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dorsey Wright & Associates's ETD Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of Ethan Allen Interiors (ETD) in Q4 2023, closing a stake of 892 shares — an estimated $26.7K sold.

Dorsey Wright & Associates first reported a position in ETD in Q2 2021 and held it in 9 quarters. The position peaked at $48K in Q4 2021. 211 funds tracked by Wall St. Rank hold ETD as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining Ethan Allen Interiors position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 892 Ethan Allen Interiors shares in Q4 2023, an estimated $26.7K.
  • Dorsey Wright & Associates first reported a position in Ethan Allen Interiors in Q2 2021 and held it in 9 quarters.
  • Dorsey Wright & Associates's Ethan Allen Interiors position peaked at $48K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.