Advisory Research’s Etsy ETSY Stock Holding History

Advisory Research’s Portfolio ETSY Stock Details ETSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,063	Closed	-$416K	–	362
2021 Q1	$416K	Sell	2,063 -1,485	-42%	-$311K	0.03%	282
2020 Q4	$631K	Sell	3,548 -2,041	-37%	-$307K	0.05%	240
2020 Q3	$680K	Sell	5,589 -2,560	-31%	-$300K	0.07%	213
2020 Q2	$866K	Buy	8,149 +2,174	+36%	+$161K	0.08%	186
2020 Q1	$230K	Buy	+5,975	New	+$292K	0.02%	263
2019 Q4	–	Sell	-11,052	Closed	-$624K	–	313
2019 Q3	$624K	Sell	11,052 -8,511	-44%	-$500K	0.03%	233
2019 Q2	$1.2M	Sell	19,563 -14,402	-42%	-$940K	0.02%	233
2019 Q1	$2.28M	Buy	33,965 +5,622	+20%	+$336K	0.04%	172
2018 Q4	$1.35M	Sell	28,343 -8,253	-23%	-$388K	0.03%	206
2018 Q3	$1.88M	Sell	36,596 -68,170	-65%	-$3.14M	0.03%	203
2018 Q2	$4.42M	Sell	104,766 -17,373	-14%	-$565K	0.07%	156
2018 Q1	$3.43M	Buy	122,139 +37,507	+44%	+$843K	0.06%	174
2017 Q4	$1.73M	Buy	+84,632	New	+$1.49M	0.03%	232

Other funds holding ETSY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return