SEI Investments’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,815
| Closed | -$248K | – | 2733 |
|
|
2023
Q4 | $248K | Sell |
10,815
-142,957
| -93% | -$3.17M | ﹤0.01% | 2384 |
|
|
2023
Q3 | $2.77M | Sell |
153,772
-134,929
| -47% | -$2.41M | 0.01% | 1440 |
|
|
2023
Q2 | $5.51M | Buy |
288,701
+15,250
| +6% | +$271K | 0.01% | 1151 |
|
|
2023
Q1 | $5.26M | Buy |
273,451
+228,242
| +505% | +$4.42M | 0.01% | 1158 |
|
|
2022
Q4 | $796K | Buy |
45,209
+19,023
| +73% | +$349K | ﹤0.01% | 1840 |
|
|
2022
Q3 | $542K | Buy |
+26,186
| New | +$513K | ﹤0.01% | 2055 |
|