KeyBank National Association
ESMT

KeyBank National Association’s EngageSmart, Inc. ESMT Stock Holding History

KeyBank National Association’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
-15,005
Closed -$270K – 1120
2023
Q3 		$270K Hold
15,005
– – ﹤0.01% 891
2023
Q2 		$286K Buy
+15,005
New +$267K ﹤0.01% 901

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

KeyBank National Association's ESMT Position: Q4 2023 in Review

KeyBank National Association sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 15,005 shares — an estimated $270K sold.

KeyBank National Association first reported a position in ESMT in Q2 2023 and held it in 2 quarters. The position peaked at $286K in Q2 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • KeyBank National Association reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • KeyBank National Association sold 15,005 EngageSmart, Inc. shares in Q4 2023, an estimated $270K.
  • KeyBank National Association first reported a position in EngageSmart, Inc. in Q2 2023 and held it in 2 quarters.
  • KeyBank National Association's EngageSmart, Inc. position peaked at $286K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on KeyBank National Association's 13F filing for Q4 2023, filed 13 Feb 2024.