HIM
ESMT

Hillsdale Investment Management’s EngageSmart, Inc. ESMT Stock Holding History

Hillsdale Investment Management’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
Q4 		– Sell
-180,800
Closed -$3.25M – 666
2023
Q3 		$3.25M Sell
180,800
-87,080
-33% -$1.55M 0.3% 132
2023
Q2 		$5.11M Sell
267,880
-38,420
-13% -$683K 0.47% 52
2023
Q1 		$5.9M Buy
306,300
+9,900
+3% +$192K 0.5% 51
2022
Q4 		$5.22M Buy
296,400
+256,800
+648% +$4.71M 0.44% 60
2022
Q3 		$819K Sell
39,600
-3,000
-7% -$58.8K 0.07% 187
2022
Q2 		$685K Buy
+42,600
New +$846K 0.05% 253

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Hillsdale Investment Management's ESMT Position: Q4 2023 in Review

Hillsdale Investment Management sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 180,800 shares — an estimated $3.25M sold.

Hillsdale Investment Management first reported a position in ESMT in Q2 2022 and held it in 6 quarters. The position peaked at $5.9M in Q1 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Hillsdale Investment Management reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 180,800 EngageSmart, Inc. shares in Q4 2023, an estimated $3.25M.
  • Hillsdale Investment Management first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 6 quarters.
  • Hillsdale Investment Management's EngageSmart, Inc. position peaked at $5.9M in Q1 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.