Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
ESMT

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s EngageSmart, Inc. ESMT Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
-36,000
Closed -$693K – 1491
2023
Q1 		$693K Sell
36,000
-9,000
-20% -$174K ﹤0.01% 767
2022
Q4 		$792K Buy
+45,000
New +$826K ﹤0.01% 940

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 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 $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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $2.74B AUM 55.95% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's ESMT Position: Q2 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 36,000 shares — an estimated $693K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in ESMT in Q4 2022 and held it in 2 quarters. The position peaked at $792K in Q4 2022. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 36,000 EngageSmart, Inc. shares in Q2 2023, an estimated $693K.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in EngageSmart, Inc. in Q4 2022 and held it in 2 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's EngageSmart, Inc. position peaked at $792K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2023, filed 11 Aug 2023.