Aviva’s EngageSmart, Inc. ESMT Stock Holding History

Aviva’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
2023 Q4	–	Sell	-34,569	Closed	-$622K	–	1035
2023 Q3	$622K	Sell	34,569 -41,110	-54%	-$733K	﹤0.01%	747
2023 Q2	$1.44M	Buy	75,679 +1	+0%	+$18	0.01%	731
2023 Q1	$1.46M	Buy	+75,678	New	+$1.46M	0.01%	766

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Aviva's ESMT Position: Q4 2023 in Review

Aviva sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 34,569 shares — an estimated $622K sold.

Aviva first reported a position in ESMT in Q1 2023 and held it in 3 quarters. The position peaked at $1.46M in Q1 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

Aviva reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
Aviva sold 34,569 EngageSmart, Inc. shares in Q4 2023, an estimated $622K.
Aviva first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 3 quarters.
Aviva's EngageSmart, Inc. position peaked at $1.46M in Q1 2023.
149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Aviva's 13F filing for Q4 2023, filed 9 Feb 2024.