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Koss-Olinger Consulting’s Ethan Allen Interiors ETD Stock Holding History

Koss-Olinger Consulting’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
Q1 		– Sell
-15,053
Closed -$423K – 315
2024
Q4 		$423K Sell
15,053
-897
-6% -$26.6K 0.04% 138
2024
Q3 		$509K Buy
15,950
+133
+0.8% +$4.01K 0.04% 158
2024
Q2 		$441K Buy
+15,817
New +$469K 0.04% 164
2024
Q1 		– Sell
-12,220
Closed -$390K – 128
2023
Q4 		$390K Buy
+12,220
New +$350K 0.04% 193

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Koss-Olinger Consulting's ETD Position: Q1 2025 in Review

Koss-Olinger Consulting sold out of Ethan Allen Interiors (ETD) in Q1 2025, closing a stake of 15,053 shares — an estimated $423K sold.

Koss-Olinger Consulting first reported a position in ETD in Q4 2023 and held it in 4 quarters. The position peaked at $509K in Q3 2024. 205 funds tracked by Wall St. Rank hold ETD as of Q1 2025.

  • Koss-Olinger Consulting reported no remaining Ethan Allen Interiors position as of Q1 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 15,053 Ethan Allen Interiors shares in Q1 2025, an estimated $423K.
  • Koss-Olinger Consulting first reported a position in Ethan Allen Interiors in Q4 2023 and held it in 4 quarters.
  • Koss-Olinger Consulting's Ethan Allen Interiors position peaked at $509K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2025.

Based on Koss-Olinger Consulting's 13F filing for Q1 2025, filed 12 May 2025.