Senator Investment Group’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 |
-235,000
| Closed | -$5.38M | – | 88 |
|
|
2023
Q4 | $5.38M | Sell |
235,000
-765,000
| -77% | -$17M | 0.23% | 59 |
|
|
2023
Q3 | $18M | Sell |
1,000,000
-350,000
| -26% | -$6.24M | 1.01% | 35 |
|
|
2023
Q2 | $25.8M | Hold |
1,350,000
| – | – | 1.36% | 33 |
|
|
2023
Q1 | $26M | Buy |
1,350,000
+350,000
| +35% | +$6.77M | 1.42% | 27 |
|
|
2022
Q4 | $17.6M | Buy |
1,000,000
+600,000
| +150% | +$11M | 1.58% | 20 |
|
|
2022
Q3 | $8.28M | Buy |
400,000
+175,000
| +78% | +$3.43M | 0.75% | 36 |
|
|
2022
Q2 | $3.62M | Buy |
+225,000
| New | +$4.47M | 0.26% | 47 |
|