SEI Investments’s EngageSmart, Inc. ESMT Stock Holding History

SEI Investments’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	-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

SEI Investments's ESMT Position: Q1 2024 in Review

SEI Investments sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 10,815 shares — an estimated $248K sold.

SEI Investments first reported a position in ESMT in Q3 2022 and held it in 6 quarters. The position peaked at $5.51M in Q2 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

SEI Investments reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
SEI Investments sold 10,815 EngageSmart, Inc. shares in Q1 2024, an estimated $248K.
SEI Investments first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 6 quarters.
SEI Investments's EngageSmart, Inc. position peaked at $5.51M in Q2 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on SEI Investments's 13F filing for Q1 2024, filed 7 May 2024.