SFG
ESMT

Steward Financial Group’s EngageSmart, Inc. ESMT Stock Holding History

Steward Financial Group’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
-7
Closed – – 1073
2023
Q1 		$0 Hold
7
– – ﹤0.01% 960
2022
Q4 		$0 Buy
+7
New +$129 ﹤0.01% 875
2022
Q3 		– Sell
-7
Closed – – 1428
2022
Q2 		$0 Buy
+7
New +$139 ﹤0.01% 1466

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jennison Associates
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

Steward Financial Group's ESMT Position: Q2 2023 in Review

Steward Financial Group sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 7 shares.

Steward Financial Group first reported a position in ESMT in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • Steward Financial Group reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 7 EngageSmart, Inc. shares in Q2 2023.
  • Steward Financial Group first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's EngageSmart, Inc. position peaked at $0 in Q1 2023.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.