Everence Capital Management’s Ethan Allen Interiors ETD Stock Holding History

Everence Capital 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
2024 Q4	–	Sell	-12,700	Closed	-$405K	–	888
2024 Q3	$405K	Hold	12,700	–	–	0.03%	486
2024 Q2	$359K	Hold	12,700	–	–	0.02%	483
2024 Q1	$439K	Hold	12,700	–	–	0.03%	447
2023 Q4	$405K	Hold	12,700	–	–	0.03%	461
2023 Q3	$380K	Hold	12,700	–	–	0.03%	467
2023 Q2	$318K	Hold	12,700	–	–	0.03%	503
2023 Q1	$349K	Hold	12,700	–	–	0.03%	480
2022 Q4	$336K	Sell	12,700 -3,750	-23%	-$96.8K	0.03%	498
2022 Q3	$348K	Hold	16,450	–	–	0.03%	466
2022 Q2	$332K	Hold	16,450	–	–	0.03%	483
2022 Q1	$429K	Hold	16,450	–	–	0.03%	455
2021 Q4	$432K	Hold	16,450	–	–	0.03%	471
2021 Q3	$390K	Hold	16,450	–	–	0.03%	480
2021 Q2	$454K	Hold	16,450	–	–	0.04%	421
2021 Q1	$454K	Hold	16,450	–	–	0.04%	408
2020 Q4	$332K	Hold	16,450	–	–	0.03%	480
2020 Q3	$223K	Buy	+16,450	New	+$217K	0.02%	553

Other funds holding ETD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Everence Capital Management's ETD Position: Q4 2024 in Review

Everence Capital Management sold out of Ethan Allen Interiors (ETD) in Q4 2024, closing a stake of 12,700 shares — an estimated $405K sold.

Everence Capital Management first reported a position in ETD in Q3 2020 and held it in 17 quarters. The position peaked at $454K in Q2 2021. 214 funds tracked by Wall St. Rank hold ETD as of Q4 2024.

Everence Capital Management reported no remaining Ethan Allen Interiors position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 12,700 Ethan Allen Interiors shares in Q4 2024, an estimated $405K.
Everence Capital Management first reported a position in Ethan Allen Interiors in Q3 2020 and held it in 17 quarters.
Everence Capital Management's Ethan Allen Interiors position peaked at $454K in Q2 2021.
214 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.