JCIA
ESMT

Jackson Creek Investment Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Jackson Creek Investment Advisors’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
-51,058
Closed -$975K – 380
2023
Q2 		$975K Buy
51,058
+3,197
+7% +$56.9K 0.39% 97
2023
Q1 		$921K Sell
47,861
-12
-0% -$232 0.39% 95
2022
Q4 		$843K Buy
+47,873
New +$879K 0.37% 137

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
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 $167B AUM 44.17% 1-Year Est. Return

Jackson Creek Investment Advisors's ESMT Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 51,058 shares — an estimated $975K sold.

Jackson Creek Investment Advisors first reported a position in ESMT in Q4 2022 and held it in 3 quarters. The position peaked at $975K in Q2 2023. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 51,058 EngageSmart, Inc. shares in Q3 2023, an estimated $975K.
  • Jackson Creek Investment Advisors first reported a position in EngageSmart, Inc. in Q4 2022 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's EngageSmart, Inc. position peaked at $975K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.