Harbour Investments’s EngageSmart, Inc. ESMT Stock Holding History

Harbour Investments’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
2021 Q4	–	Sell	-50	Closed	-$2K	–	3852
2021 Q3	$2K	Buy	+50	New	+$1.72K	﹤0.01%	3398

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Harbour Investments's ESMT Position: Q4 2021 in Review

Harbour Investments sold out of EngageSmart, Inc. (ESMT) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

Harbour Investments first reported a position in ESMT in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 76 funds tracked by Wall St. Rank hold ESMT as of Q4 2021.

Harbour Investments reported no remaining EngageSmart, Inc. position as of Q4 2021 after selling out during the quarter.
Harbour Investments sold 50 EngageSmart, Inc. shares in Q4 2021, an estimated $2K.
Harbour Investments first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 1 quarter.
Harbour Investments's EngageSmart, Inc. position peaked at $2K in Q3 2021.
76 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.