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

Synergy 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
2021
Q3 		– Sell
-196,045
Closed -$5.41M – 105
2021
Q2 		$5.41M Buy
+196,045
New +$5.66M 1.43% 27

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
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GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Synergy Asset Management's ETD Position: Q3 2021 in Review

Synergy Asset Management sold out of Ethan Allen Interiors (ETD) in Q3 2021, closing a stake of 196,045 shares — an estimated $5.41M sold.

Synergy Asset Management first reported a position in ETD in Q2 2021 and held it in 1 quarter. The position peaked at $5.41M in Q2 2021. 167 funds tracked by Wall St. Rank hold ETD as of Q3 2021.

  • Synergy Asset Management reported no remaining Ethan Allen Interiors position as of Q3 2021 after selling out during the quarter.
  • Synergy Asset Management sold 196,045 Ethan Allen Interiors shares in Q3 2021, an estimated $5.41M.
  • Synergy Asset Management first reported a position in Ethan Allen Interiors in Q2 2021 and held it in 1 quarter.
  • Synergy Asset Management's Ethan Allen Interiors position peaked at $5.41M in Q2 2021.
  • 167 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2021.

Based on Synergy Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.