CMF
ESMT

Counterpoint Mutual Funds’s EngageSmart, Inc. ESMT Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-6,861
Closed -$131K – 476
2023
Q2 		$131K Buy
+6,861
New +$122K 0.12% 72

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Counterpoint Mutual Funds's ESMT Position: Q3 2023 in Review

Counterpoint Mutual Funds sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 6,861 shares — an estimated $131K sold.

Counterpoint Mutual Funds first reported a position in ESMT in Q2 2023 and held it in 1 quarter. The position peaked at $131K in Q2 2023. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

  • Counterpoint Mutual Funds reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 6,861 EngageSmart, Inc. shares in Q3 2023, an estimated $131K.
  • Counterpoint Mutual Funds first reported a position in EngageSmart, Inc. in Q2 2023 and held it in 1 quarter.
  • Counterpoint Mutual Funds's EngageSmart, Inc. position peaked at $131K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2023, filed 18 Oct 2023.