JIM
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Jupiter Investment Management’s Ethan Allen Interiors ETD Stock Holding History

Jupiter Investment 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
2020
Q2 		$238K Buy
+20,157
New +$224K ﹤0.01% 365
2020
Q1 		– Sell
-20,114
Closed -$383K – 410
2019
Q4 		$383K Sell
20,114
-6,034
-23% -$112K 0.01% 374
2019
Q3 		$499K Buy
+26,148
New +$498K 0.01% 385
2018
Q2 		– Sell
-50,384
Closed -$1.16M – 397
2018
Q1 		$1.16M Sell
50,384
-1,107
-2% -$27.9K 0.01% 265
2017
Q4 		$1.47M Buy
+51,491
New +$1.51M 0.01% 233
2016
Q4 		– Sell
-20,634
Closed -$645K – 389
2016
Q3 		$645K Buy
20,634
+17,027
+472% +$577K 0.01% 283
2016
Q2 		$119K Buy
+3,607
New +$117K ﹤0.01% 382

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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jupiter Investment Management's ETD Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Ethan Allen Interiors (ETD) in Q2 2020: 20,157 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in ETD as recently as Q4 2019.

Jupiter Investment Management first reported a position in ETD in Q2 2016 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2017. 133 funds tracked by Wall St. Rank hold ETD as of Q2 2020.

  • Jupiter Investment Management held 20,157 shares of Ethan Allen Interiors worth $238K as of Q2 2020.
  • Ethan Allen Interiors was a new Jupiter Investment Management position in Q2 2020.
  • Ethan Allen Interiors made up ﹤0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #365 holding.
  • Jupiter Investment Management first reported a position in Ethan Allen Interiors in Q2 2016 and has held it in 7 quarters since.
  • Jupiter Investment Management's Ethan Allen Interiors position peaked at $1.47M in Q4 2017.
  • 133 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.