Ellevest Inc’s EngageSmart, Inc. ESMT Stock Holding History

Ellevest Inc’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	-15	Closed	-$289	–	1780
2023 Q1	$289	Hold	15	–	–	﹤0.01%	1732
2022 Q4	$264	Sell	15 -53	-78%	-$973	﹤0.01%	1703
2022 Q3	$1K	Buy	+68	New	+$1.33K	﹤0.01%	1553

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CRCM

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

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Ellevest Inc's ESMT Position: Q2 2023 in Review

Ellevest Inc sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 15 shares — an estimated $289 sold.

Ellevest Inc first reported a position in ESMT in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

Ellevest Inc reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 15 EngageSmart, Inc. shares in Q2 2023, an estimated $289.
Ellevest Inc first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 3 quarters.
Ellevest Inc's EngageSmart, Inc. position peaked at $1K in Q3 2022.
126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.