M&R Capital Management’s Ethan Allen Interiors ETD Stock Holding History

M&R Capital 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
2024 Q3	$23.1K	Buy	724 +249	+52%	+$7.52K	0.01%	299
2024 Q2	$13.2K	Hold	475	–	–	﹤0.01%	344
2024 Q1	$16.4K	Hold	475	–	–	﹤0.01%	318
2023 Q4	$15.2K	Hold	475	–	–	﹤0.01%	355
2023 Q3	$14.2K	Hold	475	–	–	﹤0.01%	346
2023 Q2	$13.4K	Hold	475	–	–	﹤0.01%	355
2023 Q1	$13K	Sell	475 -400	-46%	-$11.4K	﹤0.01%	347
2022 Q4	$23.1K	Buy	+875	New	+$22.6K	0.01%	285

Other funds holding ETD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

M&R Capital Management's ETD Position: Q3 2024 in Review

M&R Capital Management increased its Ethan Allen Interiors (ETD) stake by 52% in Q3 2024, buying an estimated $7.52K and bringing the position to 724 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #299.

M&R Capital Management first reported a position in ETD in Q4 2022 and has held it in 8 quarters since. The position peaked at $23.1K in Q4 2022. 229 funds tracked by Wall St. Rank hold ETD as of Q3 2024.

M&R Capital Management held 724 shares of Ethan Allen Interiors worth $23.1K as of Q3 2024.
M&R Capital Management bought 249 Ethan Allen Interiors shares in Q3 2024, an estimated $7.52K.
Ethan Allen Interiors made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #299 holding.
M&R Capital Management first reported a position in Ethan Allen Interiors in Q4 2022 and has held it in 8 quarters since.
M&R Capital Management's Ethan Allen Interiors position peaked at $23.1K in Q4 2022.
229 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.