UBS Group
ESMT

UBS Group’s EngageSmart, Inc. ESMT Stock Holding History

UBS 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
2024
Q1 		– Sell
-233,845
Closed -$5.36M – 10408
2023
Q4 		$5.36M Buy
233,845
+186,527
+394% +$4.14M ﹤0.01% 2716
2023
Q3 		$851K Sell
47,318
-32,182
-40% -$574K ﹤0.01% 4221
2023
Q2 		$1.52M Buy
79,500
+66,465
+510% +$1.18M ﹤0.01% 3815
2023
Q1 		$251K Buy
13,035
+1,345
+12% +$26K ﹤0.01% 5222
2022
Q4 		$206K Buy
11,690
+11,086
+1,835% +$204K ﹤0.01% 5420
2022
Q3 		$13K Buy
604
+403
+200% +$7.9K ﹤0.01% 8097
2022
Q2 		$3K Sell
201
-657
-77% -$13K ﹤0.01% 9412
2022
Q1 		$18K Sell
858
-96,981
-99% -$2.01M ﹤0.01% 7602
2021
Q4 		$2.36M Buy
+97,839
New +$2.7M ﹤0.01% 3578

UBS Group's ESMT Position: Q1 2024 in Review

UBS Group sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 233,845 shares — an estimated $5.36M sold.

UBS Group first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $5.36M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • UBS Group reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • UBS Group sold 233,845 EngageSmart, Inc. shares in Q1 2024, an estimated $5.36M.
  • UBS Group first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
  • UBS Group's EngageSmart, Inc. position peaked at $5.36M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.