Stifel Financial’s EngageSmart, Inc. ESMT Stock Holding History

Stifel Financial’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	-13,635	Closed	-$312K	–	3460
2023 Q4	$312K	Sell	13,635 -8,483	-38%	-$188K	﹤0.01%	2823
2023 Q3	$398K	Buy	+22,118	New	+$394K	﹤0.01%	2624

Stifel Financial's ESMT Position: Q1 2024 in Review

Stifel Financial sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 13,635 shares — an estimated $312K sold.

Stifel Financial first reported a position in ESMT in Q3 2023 and held it in 2 quarters. The position peaked at $398K in Q3 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Stifel Financial reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Stifel Financial sold 13,635 EngageSmart, Inc. shares in Q1 2024, an estimated $312K.
Stifel Financial first reported a position in EngageSmart, Inc. in Q3 2023 and held it in 2 quarters.
Stifel Financial's EngageSmart, Inc. position peaked at $398K in Q3 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.