MIS
ETSY icon

Morningstar Investment Services’s Etsy ETSY Stock Holding History

Morningstar Investment Services’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 		– Sell
-33,698
Closed -$2.52M – 224
2022
Q2 		$2.52M Buy
33,698
+11,082
+49% +$1.01M 0.03% 143
2022
Q1 		$3.04M Buy
+22,616
New +$3.36M 0.03% 154

Other funds holding ETSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Services's ETSY Position: Q3 2022 in Review

Morningstar Investment Services sold out of Etsy (ETSY) in Q3 2022, closing a stake of 33,698 shares — an estimated $2.52M sold.

Morningstar Investment Services first reported a position in ETSY in Q1 2022 and held it in 2 quarters. The position peaked at $3.04M in Q1 2022. 698 funds tracked by Wall St. Rank hold ETSY as of Q3 2022.

  • Morningstar Investment Services reported no remaining Etsy position as of Q3 2022 after selling out during the quarter.
  • Morningstar Investment Services sold 33,698 Etsy shares in Q3 2022, an estimated $2.52M.
  • Morningstar Investment Services first reported a position in Etsy in Q1 2022 and held it in 2 quarters.
  • Morningstar Investment Services's Etsy position peaked at $3.04M in Q1 2022.
  • 698 funds tracked by Wall St. Rank held Etsy as of Q3 2022.

Based on Morningstar Investment Services's 13F filing for Q3 2022, filed 14 Nov 2022.