Principal Financial Group
ESMT

Principal Financial Group’s EngageSmart, Inc. ESMT Stock Holding History

Principal Financial Group’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
-25,695
Closed -$588K – 2533
2023
Q4 		$588K Buy
25,695
+5,890
+30% +$131K ﹤0.01% 1925
2023
Q3 		$356K Buy
19,805
+4,584
+30% +$81.7K ﹤0.01% 2014
2023
Q2 		$291K Buy
+15,221
New +$271K ﹤0.01% 2087

Principal Financial Group's ESMT Position: Q1 2024 in Review

Principal Financial Group sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 25,695 shares — an estimated $588K sold.

Principal Financial Group first reported a position in ESMT in Q2 2023 and held it in 3 quarters. The position peaked at $588K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Principal Financial Group reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 25,695 EngageSmart, Inc. shares in Q1 2024, an estimated $588K.
  • Principal Financial Group first reported a position in EngageSmart, Inc. in Q2 2023 and held it in 3 quarters.
  • Principal Financial Group's EngageSmart, Inc. position peaked at $588K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.