Lido Advisors
ETD icon

Lido Advisors’s Ethan Allen Interiors ETD Stock Holding History

Lido Advisors’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
2023
Q1 		– Sell
-16,306
Closed -$431K – 1178
2022
Q4 		$431K Buy
16,306
+1,130
+7% +$29.2K 0.01% 648
2022
Q3 		$320K Buy
+15,176
New +$354K ﹤0.01% 733
2022
Q1 		– Sell
-12,644
Closed -$332K – 1023
2021
Q4 		$332K Buy
+12,644
New +$309K ﹤0.01% 767

Other funds holding ETD

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's ETD Position: Q1 2023 in Review

Lido Advisors sold out of Ethan Allen Interiors (ETD) in Q1 2023, closing a stake of 16,306 shares — an estimated $431K sold.

Lido Advisors first reported a position in ETD in Q4 2021 and held it in 3 quarters. The position peaked at $431K in Q4 2022. 212 funds tracked by Wall St. Rank hold ETD as of Q1 2023.

  • Lido Advisors reported no remaining Ethan Allen Interiors position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 16,306 Ethan Allen Interiors shares in Q1 2023, an estimated $431K.
  • Lido Advisors first reported a position in Ethan Allen Interiors in Q4 2021 and held it in 3 quarters.
  • Lido Advisors's Ethan Allen Interiors position peaked at $431K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.