Lazard Asset Management’s EngageSmart, Inc. ESMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,959
Closed -$113K 2464
2023
Q4
$113K Buy
4,959
+125
+3% +$2.77K ﹤0.01% 1613
2023
Q3
$86K Sell
4,834
-1,547
-24% -$27.6K ﹤0.01% 1684
2023
Q2
$121K Buy
6,381
+46
+0.7% +$818 ﹤0.01% 1509
2023
Q1
$121K Buy
6,335
+90
+1% +$1.74K ﹤0.01% 1463
2022
Q4
$109K Buy
6,245
+2,086
+50% +$38.3K ﹤0.01% 1501
2022
Q3
$86K Sell
4,159
-1,880
-31% -$36.8K ﹤0.01% 1540
2022
Q2
$97K Buy
+6,039
New +$120K ﹤0.01% 1519

Lazard Asset Management's ESMT Position: Q1 2024 in Review

Lazard Asset Management sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 4,959 shares — an estimated $113K sold.

Lazard Asset Management first reported a position in ESMT in Q2 2022 and held it in 7 quarters. The position peaked at $121K in Q2 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Lazard Asset Management reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Lazard Asset Management sold 4,959 EngageSmart, Inc. shares in Q1 2024, an estimated $113K.
  • Lazard Asset Management first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 7 quarters.
  • Lazard Asset Management's EngageSmart, Inc. position peaked at $121K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Lazard Asset Management's 13F filing for Q1 2024, filed 14 May 2024.