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	-60,400	Closed	-$1.38M	–	10407
2023 Q4	$1.38M	Buy	+60,400	New	+$1.34M	﹤0.01%	4199

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.