PKO Investment Management Joint-Stock’s Ethan Allen Interiors ETD Stock Holding History

PKO Investment Management Joint-Stock’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
2020 Q3	–	Sell	-20,000	Closed	-$237K	–	80
2020 Q2	$237K	Hold	20,000	–	–	0.05%	72
2020 Q1	$204K	Sell	20,000 -20,000	-50%	-$292K	0.07%	70
2019 Q4	$762K	Hold	40,000	–	–	0.19%	66
2019 Q3	$764K	Buy	+40,000	New	+$761K	0.19%	72
2019 Q1	–	Sell	-20,000	Closed	-$352K	–	90
2018 Q4	$352K	Hold	20,000	–	–	0.1%	73
2018 Q3	$415K	Sell	20,000 -50,000	-71%	-$1.14M	0.08%	81
2018 Q2	$1.72M	Hold	70,000	–	–	0.36%	51
2018 Q1	$1.61M	Hold	70,000	–	–	0.36%	49
2017 Q4	$2M	Buy	70,000 +50,000	+250%	+$1.47M	0.5%	44
2017 Q3	$648K	Buy	+20,000	New	+$613K	0.17%	62

Other funds holding ETD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PKO Investment Management Joint-Stock's ETD Position: Q3 2020 in Review

PKO Investment Management Joint-Stock sold out of Ethan Allen Interiors (ETD) in Q3 2020, closing a stake of 20,000 shares — an estimated $237K sold.

PKO Investment Management Joint-Stock first reported a position in ETD in Q3 2017 and held it in 10 quarters. The position peaked at $2M in Q4 2017. 144 funds tracked by Wall St. Rank hold ETD as of Q3 2020.

PKO Investment Management Joint-Stock reported no remaining Ethan Allen Interiors position as of Q3 2020 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 20,000 Ethan Allen Interiors shares in Q3 2020, an estimated $237K.
PKO Investment Management Joint-Stock first reported a position in Ethan Allen Interiors in Q3 2017 and held it in 10 quarters.
PKO Investment Management Joint-Stock's Ethan Allen Interiors position peaked at $2M in Q4 2017.
144 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2020.

Based on PKO Investment Management Joint-Stock's 13F filing for Q3 2020, filed 13 Mar 2025.