OQS
ESMT

Occudo Quantitative Strategies’s EngageSmart, Inc. ESMT Stock Holding History

Occudo Quantitative Strategies’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
2022
Q4 		– Sell
-12,782
Closed -$264K – 1474
2022
Q3 		$264K Sell
12,782
-97,409
-88% -$1.91M 0.02% 890
2022
Q2 		$1.77M Buy
+110,191
New +$2.19M 0.15% 208

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Occudo Quantitative Strategies's ESMT Position: Q4 2022 in Review

Occudo Quantitative Strategies sold out of EngageSmart, Inc. (ESMT) in Q4 2022, closing a stake of 12,782 shares — an estimated $264K sold.

Occudo Quantitative Strategies first reported a position in ESMT in Q2 2022 and held it in 2 quarters. The position peaked at $1.77M in Q2 2022. 120 funds tracked by Wall St. Rank hold ESMT as of Q4 2022.

  • Occudo Quantitative Strategies reported no remaining EngageSmart, Inc. position as of Q4 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 12,782 EngageSmart, Inc. shares in Q4 2022, an estimated $264K.
  • Occudo Quantitative Strategies first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 2 quarters.
  • Occudo Quantitative Strategies's EngageSmart, Inc. position peaked at $1.77M in Q2 2022.
  • 120 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2022, filed 14 Feb 2023.