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USA Financial Formulas’s Ethan Allen Interiors ETD Stock Holding History

USA Financial Formulas’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
-2,174
Closed -$60K – 425
2021
Q2 		$60K Buy
+2,174
New +$62.8K 0.05% 194
2016
Q3 		– Sell
-7,618
Closed -$252K – 252
2016
Q2 		$252K Buy
+7,618
New +$246K 0.07% 187

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

USA Financial Formulas's ETD Position: Q3 2021 in Review

USA Financial Formulas sold out of Ethan Allen Interiors (ETD) in Q3 2021, closing a stake of 2,174 shares — an estimated $60K sold.

USA Financial Formulas first reported a position in ETD in Q2 2016 and held it in 2 quarters. The position peaked at $252K in Q2 2016. 167 funds tracked by Wall St. Rank hold ETD as of Q3 2021.

  • USA Financial Formulas reported no remaining Ethan Allen Interiors position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 2,174 Ethan Allen Interiors shares in Q3 2021, an estimated $60K.
  • USA Financial Formulas first reported a position in Ethan Allen Interiors in Q2 2016 and held it in 2 quarters.
  • USA Financial Formulas's Ethan Allen Interiors position peaked at $252K in Q2 2016.
  • 167 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.