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Joule Financial’s Ethan Allen Interiors ETD Stock Holding History

Joule Financial’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
-17,734
Closed -$566K – 112
2024
Q3 		$566K Buy
17,734
+1,818
+11% +$54.9K 0.21% 57
2024
Q2 		$444K Buy
+15,916
New +$472K 0.18% 62
2023
Q4 		– Sell
-13,559
Closed -$405K – 113
2023
Q3 		$405K Buy
13,559
+2,717
+25% +$84.1K 0.21% 65
2023
Q2 		$307K Buy
10,842
+558
+5% +$15.2K 0.16% 74
2023
Q1 		$282K Buy
+10,284
New +$292K 0.15% 76

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
American Century Companies
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joule Financial's ETD Position: Q4 2024 in Review

Joule Financial sold out of Ethan Allen Interiors (ETD) in Q4 2024, closing a stake of 17,734 shares — an estimated $566K sold.

Joule Financial first reported a position in ETD in Q1 2023 and held it in 5 quarters. The position peaked at $566K in Q3 2024. 214 funds tracked by Wall St. Rank hold ETD as of Q4 2024.

  • Joule Financial reported no remaining Ethan Allen Interiors position as of Q4 2024 after selling out during the quarter.
  • Joule Financial sold 17,734 Ethan Allen Interiors shares in Q4 2024, an estimated $566K.
  • Joule Financial first reported a position in Ethan Allen Interiors in Q1 2023 and held it in 5 quarters.
  • Joule Financial's Ethan Allen Interiors position peaked at $566K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2024.

Based on Joule Financial's 13F filing for Q4 2024, filed 15 Jan 2025.