SG Americas Securities
ESMT

SG Americas Securities’s EngageSmart, Inc. ESMT Stock Holding History

SG Americas Securities’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
Q4 		– Sell
-59,239
Closed -$1.07M – 3531
2023
Q3 		$1.07M Buy
+59,239
New +$1.06M 0.01% 1210
2023
Q2 		– Sell
-107,042
Closed -$2.06M – 3398
2023
Q1 		$2.06M Buy
107,042
+94,759
+771% +$1.83M 0.02% 644
2022
Q4 		$216K Sell
12,283
-51,246
-81% -$941K ﹤0.01% 2142
2022
Q3 		$1.31M Sell
63,529
-313
-0.5% -$6.13K 0.02% 833
2022
Q2 		$1.03M Buy
63,842
+3,870
+6% +$76.9K 0.01% 1273
2022
Q1 		$1.28M Buy
+59,972
New +$1.24M 0.01% 1246
2021
Q4 		– Sell
-7,800
Closed -$266K – 3920
2021
Q3 		$266K Buy
+7,800
New +$268K ﹤0.01% 3029

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

SG Americas Securities's ESMT Position: Q4 2023 in Review

SG Americas Securities sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 59,239 shares — an estimated $1.07M sold.

SG Americas Securities first reported a position in ESMT in Q3 2021 and held it in 7 quarters. The position peaked at $2.06M in Q1 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • SG Americas Securities reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • SG Americas Securities sold 59,239 EngageSmart, Inc. shares in Q4 2023, an estimated $1.07M.
  • SG Americas Securities first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 7 quarters.
  • SG Americas Securities's EngageSmart, Inc. position peaked at $2.06M in Q1 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on SG Americas Securities's 13F filing for Q4 2023, filed 12 Jan 2024.