Mitsubishi UFJ 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
-5,464
Closed -$125K 1588
2023
Q4
$125K Sell
5,464
-1,272
-19% -$28.2K ﹤0.01% 1058
2023
Q3
$121K Hold
6,736
﹤0.01% 1065
2023
Q2
$129K Sell
6,736
-4,546
-40% -$80.9K ﹤0.01% 1082
2023
Q1
$217K Buy
11,282
+806
+8% +$15.6K ﹤0.01% 1019
2022
Q4
$186K Buy
10,476
+1,397
+15% +$25.6K ﹤0.01% 1026
2022
Q3
$188K Hold
9,079
﹤0.01% 1032
2022
Q2
$146K Buy
+9,079
New +$180K ﹤0.01% 1075

Mitsubishi UFJ Asset Management's ESMT Position: Q1 2024 in Review

Mitsubishi UFJ Asset Management sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 5,464 shares — an estimated $125K sold.

Mitsubishi UFJ Asset Management first reported a position in ESMT in Q2 2022 and held it in 7 quarters. The position peaked at $217K in Q1 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Mitsubishi UFJ Asset Management reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 5,464 EngageSmart, Inc. shares in Q1 2024, an estimated $125K.
  • Mitsubishi UFJ Asset Management first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 7 quarters.
  • Mitsubishi UFJ Asset Management's EngageSmart, Inc. position peaked at $217K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q1 2024, filed 9 May 2024.