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Van Hulzen Asset Management’s Ethan Allen Interiors ETD Stock Holding History

Van Hulzen 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
2025
Q1 		– Sell
-27
Closed -$759 – 536
2024
Q4 		$759 Buy
+27
New +$801 ﹤0.01% 1057

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Van Hulzen Asset Management's ETD Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Ethan Allen Interiors (ETD) in Q1 2025, closing a stake of 27 shares — an estimated $759 sold.

Van Hulzen Asset Management first reported a position in ETD in Q4 2024 and held it in 1 quarter. The position peaked at $759 in Q4 2024. 205 funds tracked by Wall St. Rank hold ETD as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Ethan Allen Interiors position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 27 Ethan Allen Interiors shares in Q1 2025, an estimated $759.
  • Van Hulzen Asset Management first reported a position in Ethan Allen Interiors in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Ethan Allen Interiors position peaked at $759 in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.