Ziegler Capital Management’s Ethan Allen Interiors ETD Stock Holding History

Ziegler Capital 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
2024 Q1	$1.19M	Buy	34,420 +2,365	+7%	+$74K	0.05%	254
2023 Q4	$1.02M	Buy	32,055 +1,459	+5%	+$41.8K	0.05%	274
2023 Q3	$915K	Sell	30,596 -3,803	-11%	-$118K	0.04%	270
2023 Q2	$973K	Sell	34,399 -6,351	-16%	-$173K	0.04%	275
2023 Q1	$1.12M	Buy	40,750 +409	+1%	+$11.6K	0.04%	271
2022 Q4	$1.07M	Sell	40,341 -12,396	-24%	-$320K	0.04%	272
2022 Q3	$1.11M	Buy	52,737 +2,709	+5%	+$63.3K	0.05%	279
2022 Q2	$1.01M	Buy	50,028 +1,414	+3%	+$33.4K	0.04%	303
2022 Q1	$1.27M	Buy	+48,614	New	+$1.25M	0.05%	266

Other funds holding ETD

BlackRock New York $6.73T AUM 46.02% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ziegler Capital Management's ETD Position: Q1 2024 in Review

Ziegler Capital Management increased its Ethan Allen Interiors (ETD) stake by 7.4% in Q1 2024, buying an estimated $74K and bringing the position to 34,420 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #254.

Ziegler Capital Management first reported a position in ETD in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.27M in Q1 2022. 215 funds tracked by Wall St. Rank hold ETD as of Q1 2024.

Ziegler Capital Management held 34,420 shares of Ethan Allen Interiors worth $1.19M as of Q1 2024.
Ziegler Capital Management bought 2,365 Ethan Allen Interiors shares in Q1 2024, an estimated $74K.
Ethan Allen Interiors made up 0.05% of Ziegler Capital Management's portfolio in Q1 2024, its #254 holding.
Ziegler Capital Management first reported a position in Ethan Allen Interiors in Q1 2022 and has held it in 9 quarters since.
Ziegler Capital Management's Ethan Allen Interiors position peaked at $1.27M in Q1 2022.
215 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.