Legal & General Group’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
-51,555
Closed -$1.18M 3400
2023
Q4
$1.18M Sell
51,555
-1,575
-3% -$34.9K ﹤0.01% 2157
2023
Q3
$956K Buy
53,130
+14,571
+38% +$260K ﹤0.01% 2204
2023
Q2
$736K Buy
38,559
+33,431
+652% +$595K ﹤0.01% 2329
2023
Q1
$98.7K Buy
5,128
+207
+4% +$4K ﹤0.01% 2779
2022
Q4
$86.6K Buy
4,921
+204
+4% +$3.75K ﹤0.01% 2846
2022
Q3
$97K Buy
4,717
+937
+25% +$18.4K ﹤0.01% 2836
2022
Q2
$61K Buy
3,780
+2,166
+134% +$43K ﹤0.01% 2971
2022
Q1
$34K Buy
1,614
+52
+3% +$1.08K ﹤0.01% 3088
2021
Q4
$38K Buy
+1,562
New +$43.2K ﹤0.01% 3095

Legal & General Group's ESMT Position: Q1 2024 in Review

Legal & General Group sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 51,555 shares — an estimated $1.18M sold.

Legal & General Group first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $1.18M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Legal & General Group reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Legal & General Group sold 51,555 EngageSmart, Inc. shares in Q1 2024, an estimated $1.18M.
  • Legal & General Group first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
  • Legal & General Group's EngageSmart, Inc. position peaked at $1.18M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Legal & General Group's 13F filing for Q1 2024, filed 14 May 2024.