Kovitz Investment Group Partners
ETD icon

Kovitz Investment Group Partners’s Ethan Allen Interiors ETD Stock Holding History

Kovitz Investment Group Partners’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
-44,058
Closed -$1.3M – 721
2025
Q3 		$1.3M Buy
44,058
+1,546
+4% +$45.6K 0.01% 772
2025
Q2 		$1.18M Sell
42,512
-47
-0.1% -$1.27K 0.01% 759
2025
Q1 		$1.18M Buy
42,559
+1,378
+3% +$39.2K 0.01% 697
2024
Q4 		$1.16M Buy
41,181
+1,421
+4% +$42.2K 0.01% 689
2024
Q3 		$1.26M Buy
39,760
+31,828
+401% +$961K 0.01% 575
2024
Q2 		$221K Buy
7,932
+1,150
+17% +$34.1K ﹤0.01% 785
2024
Q1 		$234K Sell
6,782
-91
-1% -$2.85K ﹤0.01% 614
2023
Q4 		$219K Buy
6,873
+71
+1% +$2.04K ﹤0.01% 394
2023
Q3 		$203K Buy
+6,802
New +$210K ﹤0.01% 382

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Charles Schwab
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State Street
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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