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ESMT

Nuveen’s EngageSmart, Inc. ESMT Stock Holding History

Nuveen’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
-989,378
Closed -$22.7M – 3333
2023
Q4 		$22.7M Sell
989,378
-201,952
-17% -$4.48M 0.01% 1069
2023
Q3 		$21.4M Sell
1,191,330
-71,762
-6% -$1.28M 0.01% 1002
2023
Q2 		$24.1M Buy
1,263,092
+54,501
+5% +$969K 0.01% 962
2023
Q1 		$23.3M Buy
1,208,591
+438,787
+57% +$8.49M 0.01% 941
2022
Q4 		$13.5M Buy
769,804
+85,557
+13% +$1.57M 0.01% 1296
2022
Q3 		$14.2M Buy
684,247
+285,945
+72% +$5.6M 0.01% 1250
2022
Q2 		$6.41M Buy
398,302
+362,126
+1,001% +$7.19M ﹤0.01% 1785
2022
Q1 		$771K Buy
36,176
+12,068
+50% +$250K ﹤0.01% 2900
2021
Q4 		$581K Buy
+24,108
New +$666K ﹤0.01% 3035

Nuveen's ESMT Position: Q1 2024 in Review

Nuveen sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 989,378 shares — an estimated $22.7M sold.

Nuveen first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $24.1M in Q2 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Nuveen reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Nuveen sold 989,378 EngageSmart, Inc. shares in Q1 2024, an estimated $22.7M.
  • Nuveen first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
  • Nuveen's EngageSmart, Inc. position peaked at $24.1M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Nuveen's 13F filing for Q1 2024, filed 13 May 2024.