BC
ESMT

Brookfield Corp’s EngageSmart, Inc. ESMT Stock Holding History

Brookfield Corp’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
Q2 		– Sell
-11,137
Closed -$214K – 786
2023
Q1 		$214K Buy
+11,137
New +$215K ﹤0.01% 650
2021
Q4 		– Sell
-100,000
Closed -$3.41M – 763
2021
Q3 		$3.41M Buy
+100,000
New +$3.44M 0.01% 271

Other funds holding ESMT

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $431M AUM 2.66% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Brookfield Corp's ESMT Position: Q2 2023 in Review

Brookfield Corp sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 11,137 shares — an estimated $214K sold.

Brookfield Corp first reported a position in ESMT in Q3 2021 and held it in 2 quarters. The position peaked at $3.41M in Q3 2021. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • Brookfield Corp reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • Brookfield Corp sold 11,137 EngageSmart, Inc. shares in Q2 2023, an estimated $214K.
  • Brookfield Corp first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 2 quarters.
  • Brookfield Corp's EngageSmart, Inc. position peaked at $3.41M in Q3 2021.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Brookfield Corp's 13F filing for Q2 2023, filed 14 Aug 2023.