Morgan Stanley’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$28.1M | ﹤0.01% | 2582 |
|
|
2023
Q3 | $12.9M | Sell |
715,170
-74,960
| -9% | -$1.35M | ﹤0.01% | 2887 |
|
|
2023
Q2 | $15.1M | Buy |
790,130
+123,165
| +18% | +$2.35M | ﹤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% | -$601K | ﹤0.01% | 4329 |
|
|
2022
Q3 | $3.56M | Buy |
172,003
+56,031
| +48% | +$1.16M | ﹤0.01% | 3966 |
|
|
2022
Q2 | $1.87M | Buy |
115,972
+97,389
| +524% | +$1.57M | ﹤0.01% | 4585 |
|
|
2022
Q1 | $396K | Buy |
18,583
+15,744
| +555% | +$336K | ﹤0.01% | 5540 |
|
|
2021
Q4 | $68K | Buy |
2,839
+689
| +32% | +$16.5K | ﹤0.01% | 6658 |
|
|
2021
Q3 | $73K | Buy |
+2,150
| New | +$73K | ﹤0.01% | 6537 |
|