PTC
ESMT

Petrus Trust Company’s EngageSmart, Inc. ESMT Stock Holding History

Petrus Trust Company’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
2023
Q4 		– Sell
-21,759
Closed -$391K – 778
2023
Q3 		$391K Sell
21,759
-8,195
-27% -$146K 0.04% 274
2023
Q2 		$572K Buy
29,954
+8,965
+43% +$159K 0.06% 113
2023
Q1 		$404K Buy
+20,989
New +$406K 0.05% 172

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Petrus Trust Company's ESMT Position: Q4 2023 in Review

Petrus Trust Company sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 21,759 shares — an estimated $391K sold.

Petrus Trust Company first reported a position in ESMT in Q1 2023 and held it in 3 quarters. The position peaked at $572K in Q2 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Petrus Trust Company reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Petrus Trust Company sold 21,759 EngageSmart, Inc. shares in Q4 2023, an estimated $391K.
  • Petrus Trust Company first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 3 quarters.
  • Petrus Trust Company's EngageSmart, Inc. position peaked at $572K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Petrus Trust Company's 13F filing for Q4 2023, filed 14 Feb 2024.