Bank of New York Mellon
ESMT

Bank of New York Mellon’s EngageSmart, Inc. ESMT Stock Holding History

Bank of New York Mellon’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
-209,713
Closed -$4.8M – 4381
2023
Q4 		$4.8M Buy
209,713
+9,087
+5% +$202K ﹤0.01% 2390
2023
Q3 		$3.61M Buy
200,626
+12,991
+7% +$232K ﹤0.01% 2490
2023
Q2 		$3.58M Buy
187,635
+52,637
+39% +$936K ﹤0.01% 2499
2023
Q1 		$2.6M Buy
134,998
+3,860
+3% +$74.7K ﹤0.01% 2645
2022
Q4 		$2.31M Buy
131,138
+30,748
+31% +$565K ﹤0.01% 2779
2022
Q3 		$2.08M Buy
100,390
+25,354
+34% +$497K ﹤0.01% 2824
2022
Q2 		$1.21M Buy
75,036
+34,099
+83% +$677K ﹤0.01% 3121
2022
Q1 		$873K Buy
40,937
+8,833
+28% +$183K ﹤0.01% 3396
2021
Q4 		$774K Buy
+32,104
New +$887K ﹤0.01% 3534

Bank of New York Mellon's ESMT Position: Q1 2024 in Review

Bank of New York Mellon sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 209,713 shares — an estimated $4.8M sold.

Bank of New York Mellon first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $4.8M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Bank of New York Mellon reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 209,713 EngageSmart, Inc. shares in Q1 2024, an estimated $4.8M.
  • Bank of New York Mellon first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
  • Bank of New York Mellon's EngageSmart, Inc. position peaked at $4.8M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Bank of New York Mellon's 13F filing for Q1 2024, filed 25 Apr 2024.