Premier Fund Managers’s EngageSmart, Inc. ESMT Stock Holding History

Premier Fund Managers’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	-12,826	Closed	-$221K	–	227
2023 Q3	$221K	Sell	12,826 -16,248	-56%	-$290K	0.01%	187
2023 Q2	$552K	Sell	29,074 -16,949	-37%	-$301K	0.02%	187
2023 Q1	$865K	Buy	+46,023	New	+$890K	0.03%	185

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Premier Fund Managers's ESMT Position: Q4 2023 in Review

Premier Fund Managers sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 12,826 shares — an estimated $221K sold.

Premier Fund Managers first reported a position in ESMT in Q1 2023 and held it in 3 quarters. The position peaked at $865K in Q1 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

Premier Fund Managers reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
Premier Fund Managers sold 12,826 EngageSmart, Inc. shares in Q4 2023, an estimated $221K.
Premier Fund Managers first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 3 quarters.
Premier Fund Managers's EngageSmart, Inc. position peaked at $865K in Q1 2023.
149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Premier Fund Managers's 13F filing for Q4 2023, filed 13 Feb 2024.