Azzad Asset Management’s EngageSmart, Inc. ESMT Stock Holding History

Azzad Asset Management’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	-25,571	Closed	-$460K	–	319
2023 Q3	$460K	Hold	25,571	–	–	0.07%	268
2023 Q2	$488K	Hold	25,571	–	–	0.07%	275
2023 Q1	$492K	Buy	25,571 +12,092	+90%	+$234K	0.07%	270
2022 Q4	$237K	Buy	+13,479	New	+$247K	0.04%	298

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

Azzad Asset Management's ESMT Position: Q4 2023 in Review

Azzad Asset Management sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 25,571 shares — an estimated $460K sold.

Azzad Asset Management first reported a position in ESMT in Q4 2022 and held it in 4 quarters. The position peaked at $492K in Q1 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

Azzad Asset Management reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
Azzad Asset Management sold 25,571 EngageSmart, Inc. shares in Q4 2023, an estimated $460K.
Azzad Asset Management first reported a position in EngageSmart, Inc. in Q4 2022 and held it in 4 quarters.
Azzad Asset Management's EngageSmart, Inc. position peaked at $492K in Q1 2023.
149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Azzad Asset Management's 13F filing for Q4 2023, filed 1 Apr 2024.