Morgan Stanley
ESMT

Morgan Stanley’s EngageSmart, Inc. ESMT Stock Holding History

Morgan Stanley’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
2024
Q1 		– Sell
-1,941,058
Closed -$44.5M – 8103
2023
Q4 		$44.5M Buy
1,941,058
+1,225,888
+171% +$27.2M ﹤0.01% 2582
2023
Q3 		$12.9M Sell
715,170
-74,960
-9% -$1.34M ﹤0.01% 2887
2023
Q2 		$15.1M Buy
790,130
+123,165
+18% +$2.19M ﹤0.01% 2762
2023
Q1 		$12.8M Buy
666,965
+529,133
+384% +$10.2M ﹤0.01% 2897
2022
Q4 		$2.43M Sell
137,832
-34,171
-20% -$627K ﹤0.01% 4329
2022
Q3 		$3.56M Buy
172,003
+56,031
+48% +$1.1M ﹤0.01% 3966
2022
Q2 		$1.87M Buy
115,972
+97,389
+524% +$1.93M ﹤0.01% 4585
2022
Q1 		$396K Buy
18,583
+15,744
+555% +$326K ﹤0.01% 5540
2021
Q4 		$68K Buy
2,839
+689
+32% +$19K ﹤0.01% 6658
2021
Q3 		$73K Buy
+2,150
New +$73.9K ﹤0.01% 6537

Morgan Stanley's ESMT Position: Q1 2024 in Review

Morgan Stanley sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 1,941,058 shares — an estimated $44.5M sold.

Morgan Stanley first reported a position in ESMT in Q3 2021 and held it in 10 quarters. The position peaked at $44.5M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Morgan Stanley reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Morgan Stanley sold 1,941,058 EngageSmart, Inc. shares in Q1 2024, an estimated $44.5M.
  • Morgan Stanley first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 10 quarters.
  • Morgan Stanley's EngageSmart, Inc. position peaked at $44.5M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Morgan Stanley's 13F filing for Q1 2024, filed 15 May 2024.