Amalgamated Bank’s EngageSmart, Inc. ESMT Stock Holding History

Amalgamated Bank’s Portfolio ESMT Stock Details ESMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,900	Closed	-$158K	–	2996
2023 Q4	$158K	Sell	6,900 -493	-7%	-$10.9K	﹤0.01%	1868
2023 Q3	$133K	Buy	7,393 +577	+8%	+$10.3K	﹤0.01%	1916
2023 Q2	$130K	Buy	6,816 +1,889	+38%	+$33.6K	﹤0.01%	1981
2023 Q1	$95K	Sell	4,927 -674	-12%	-$13K	﹤0.01%	2077
2022 Q4	$99K	Hold	5,601	–	–	﹤0.01%	2141
2022 Q3	$116K	Buy	5,601 +87	+2%	+$1.71K	﹤0.01%	2088
2022 Q2	$89K	Buy	5,514 +3,057	+124%	+$60.7K	﹤0.01%	2216
2022 Q1	$52K	Buy	+2,457	New	+$51K	﹤0.01%	2466

Amalgamated Bank's ESMT Position: Q1 2024 in Review

Amalgamated Bank sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 6,900 shares — an estimated $158K sold.

Amalgamated Bank first reported a position in ESMT in Q1 2022 and held it in 8 quarters. The position peaked at $158K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Amalgamated Bank reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Amalgamated Bank sold 6,900 EngageSmart, Inc. shares in Q1 2024, an estimated $158K.
Amalgamated Bank first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 8 quarters.
Amalgamated Bank's EngageSmart, Inc. position peaked at $158K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Amalgamated Bank's 13F filing for Q1 2024, filed 23 Apr 2024.