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

Evergreen 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
2025
Q4 		– Sell
-8,680
Closed -$256K – 1448
2025
Q3 		$256K Sell
8,680
-376
-4% -$11.1K 0.01% 1087
2025
Q2 		$252K Buy
+9,056
New +$245K 0.01% 884
2023
Q4 		– Sell
-7,130
Closed -$213K – 863
2023
Q3 		$213K Buy
+7,130
New +$221K 0.01% 687

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evergreen Capital Management's ETD Position: Q4 2025 in Review

Evergreen Capital Management sold out of Ethan Allen Interiors (ETD) in Q4 2025, closing a stake of 8,680 shares — an estimated $256K sold.

Evergreen Capital Management first reported a position in ETD in Q3 2023 and held it in 3 quarters. The position peaked at $256K in Q3 2025. 204 funds tracked by Wall St. Rank hold ETD as of Q4 2025.

  • Evergreen Capital Management reported no remaining Ethan Allen Interiors position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 8,680 Ethan Allen Interiors shares in Q4 2025, an estimated $256K.
  • Evergreen Capital Management first reported a position in Ethan Allen Interiors in Q3 2023 and held it in 3 quarters.
  • Evergreen Capital Management's Ethan Allen Interiors position peaked at $256K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.