Seven Grand Managers’s EngageSmart, Inc. ESMT Stock Holding History

Seven Grand 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 Q2	–	Sell	-40,000	Closed	-$770K	–	35
2023 Q1	$770K	Buy	+40,000	New	+$774K	2.22%	12

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Seven Grand Managers's ESMT Position: Q2 2023 in Review

Seven Grand Managers sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 40,000 shares — an estimated $770K sold.

Seven Grand Managers first reported a position in ESMT in Q1 2023 and held it in 1 quarter. The position peaked at $770K in Q1 2023. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

Seven Grand Managers reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
Seven Grand Managers sold 40,000 EngageSmart, Inc. shares in Q2 2023, an estimated $770K.
Seven Grand Managers first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 1 quarter.
Seven Grand Managers's EngageSmart, Inc. position peaked at $770K in Q1 2023.
126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Seven Grand Managers's 13F filing for Q2 2023, filed 14 Aug 2023.