Capital Advisors Ltd’s EngageSmart, Inc. ESMT Stock Holding History

Capital Advisors Ltd’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
2022 Q4	–	Sell	-7	Closed	–	–	1748
2022 Q3	$0	Buy	+7	New	+$137	﹤0.01%	1609

Other funds holding ESMT

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

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Advisors Ltd's ESMT Position: Q4 2022 in Review

Capital Advisors Ltd sold out of EngageSmart, Inc. (ESMT) in Q4 2022, closing a stake of 7 shares.

Capital Advisors Ltd first reported a position in ESMT in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 120 funds tracked by Wall St. Rank hold ESMT as of Q4 2022.

Capital Advisors Ltd reported no remaining EngageSmart, Inc. position as of Q4 2022 after selling out during the quarter.
Capital Advisors Ltd sold 7 EngageSmart, Inc. shares in Q4 2022.
Capital Advisors Ltd first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 1 quarter.
Capital Advisors Ltd's EngageSmart, Inc. position peaked at $0 in Q3 2022.
120 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.