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Martingale Asset Management’s Ethan Allen Interiors ETD Stock Holding History

Martingale Asset 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
2023
Q4 		– Sell
-9,030
Closed -$270K – 807
2023
Q3 		$270K Sell
9,030
-1,300
-13% -$40.2K 0.01% 705
2023
Q2 		$292K Buy
+10,330
New +$281K 0.01% 703

Other funds holding ETD

BlackRock
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Martingale Asset Management's ETD Position: Q4 2023 in Review

Martingale Asset Management sold out of Ethan Allen Interiors (ETD) in Q4 2023, closing a stake of 9,030 shares — an estimated $270K sold.

Martingale Asset Management first reported a position in ETD in Q2 2023 and held it in 2 quarters. The position peaked at $292K in Q2 2023. 211 funds tracked by Wall St. Rank hold ETD as of Q4 2023.

  • Martingale Asset Management reported no remaining Ethan Allen Interiors position as of Q4 2023 after selling out during the quarter.
  • Martingale Asset Management sold 9,030 Ethan Allen Interiors shares in Q4 2023, an estimated $270K.
  • Martingale Asset Management first reported a position in Ethan Allen Interiors in Q2 2023 and held it in 2 quarters.
  • Martingale Asset Management's Ethan Allen Interiors position peaked at $292K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2023.

Based on Martingale Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.