Northern Trust
ESMT

Northern Trust’s EngageSmart, Inc. ESMT Stock Holding History

Northern Trust’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
-463,524
Closed -$10.6M – 4541
2023
Q4 		$10.6M Buy
463,524
+3,538
+0.8% +$78.5K ﹤0.01% 2028
2023
Q3 		$8.28M Buy
459,986
+49,533
+12% +$883K ﹤0.01% 2132
2023
Q2 		$7.84M Buy
410,453
+112,701
+38% +$2M ﹤0.01% 2228
2023
Q1 		$5.73M Buy
297,752
+10,439
+4% +$202K ﹤0.01% 2381
2022
Q4 		$5.06M Buy
287,313
+8,861
+3% +$163K ﹤0.01% 2478
2022
Q3 		$5.76M Buy
278,452
+44,257
+19% +$867K ﹤0.01% 2382
2022
Q2 		$3.77M Buy
234,195
+123,738
+112% +$2.46M ﹤0.01% 2686
2022
Q1 		$2.35M Sell
110,457
-5,139
-4% -$107K ﹤0.01% 3018
2021
Q4 		$2.79M Buy
115,596
+96,181
+495% +$2.66M ﹤0.01% 3049
2021
Q3 		$661K Buy
+19,415
New +$667K ﹤0.01% 3671

Northern Trust's ESMT Position: Q1 2024 in Review

Northern Trust sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 463,524 shares — an estimated $10.6M sold.

Northern Trust first reported a position in ESMT in Q3 2021 and held it in 10 quarters. The position peaked at $10.6M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Northern Trust reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Northern Trust sold 463,524 EngageSmart, Inc. shares in Q1 2024, an estimated $10.6M.
  • Northern Trust first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 10 quarters.
  • Northern Trust's EngageSmart, Inc. position peaked at $10.6M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Northern Trust's 13F filing for Q1 2024, filed 14 May 2024.