Inverness Counsel’s Etsy ETSY Stock Holding History

Inverness Counsel’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
2022 Q3	$298K	Buy	2,978 +207	+7%	+$21.1K	0.02%	158
2022 Q2	$203K	Sell	2,771 -10	-0.4%	-$913	0.01%	164
2022 Q1	$346K	Buy	2,781 +1,408	+103%	+$209K	0.02%	140
2021 Q4	$301K	Sell	1,373 -625	-31%	-$151K	0.01%	155
2021 Q3	$416K	Buy	1,998 +985	+97%	+$200K	0.02%	132
2021 Q2	$209K	Buy	+1,013	New	+$187K	0.01%	168

Other funds holding ETSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inverness Counsel's ETSY Position: Q3 2022 in Review

Inverness Counsel increased its Etsy (ETSY) stake by 7.5% in Q3 2022, buying an estimated $21.1K and bringing the position to 2,978 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #158.

Inverness Counsel first reported a position in ETSY in Q2 2021 and has held it in 6 quarters since. The position peaked at $416K in Q3 2021. 698 funds tracked by Wall St. Rank hold ETSY as of Q3 2022.

Inverness Counsel held 2,978 shares of Etsy worth $298K as of Q3 2022.
Inverness Counsel bought 207 Etsy shares in Q3 2022, an estimated $21.1K.
Etsy made up 0.02% of Inverness Counsel's portfolio in Q3 2022, its #158 holding.
Inverness Counsel first reported a position in Etsy in Q2 2021 and has held it in 6 quarters since.
Inverness Counsel's Etsy position peaked at $416K in Q3 2021.
698 funds tracked by Wall St. Rank held Etsy as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.