State Street’s EngageSmart, Inc. ESMT Stock Holding History

State Street’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	-1,283,453	Closed	-$29.4M	–	4462
2023 Q4	$29.4M	Buy	1,283,453 +105,937	+9%	+$2.35M	﹤0.01%	1989
2023 Q3	$21.2M	Buy	1,177,516 +111,258	+10%	+$1.98M	﹤0.01%	2144
2023 Q2	$20.4M	Buy	1,066,258 +325,413	+44%	+$5.79M	﹤0.01%	2239
2023 Q1	$14.3M	Buy	740,845 +30,136	+4%	+$583K	﹤0.01%	2448
2022 Q4	$12.5M	Sell	710,709 -15,914	-2%	-$292K	﹤0.01%	2562
2022 Q3	$15M	Buy	726,623 +162,499	+29%	+$3.18M	﹤0.01%	2435
2022 Q2	$9.07M	Buy	564,124 +320,325	+131%	+$6.36M	﹤0.01%	2784
2022 Q1	$5.2M	Buy	243,799 +50,861	+26%	+$1.05M	﹤0.01%	3163
2021 Q4	$4.65M	Buy	+192,938	New	+$5.33M	﹤0.01%	3274

State Street's ESMT Position: Q1 2024 in Review

State Street sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 1,283,453 shares — an estimated $29.4M sold.

State Street first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $29.4M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

State Street reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
State Street sold 1,283,453 EngageSmart, Inc. shares in Q1 2024, an estimated $29.4M.
State Street first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
State Street's EngageSmart, Inc. position peaked at $29.4M in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on State Street's 13F filing for Q1 2024, filed 15 May 2024.