Wellington Management Group’s EngageSmart, Inc. ESMT Stock Holding History

Wellington Management 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	-14,509	Closed	-$332K	–	2004
2023 Q4	$332K	Sell	14,509 -1,385,242	-99%	-$30.7M	﹤0.01%	1751
2023 Q3	$25.2M	Buy	1,399,751 +71,635	+5%	+$1.28M	0.01%	894
2023 Q2	$25.4M	Buy	1,328,116 +48,739	+4%	+$867K	﹤0.01%	886
2023 Q1	$24.6M	Buy	1,279,377 +269,580	+27%	+$5.22M	﹤0.01%	884
2022 Q4	$17.8M	Buy	+1,009,797	New	+$18.5M	﹤0.01%	945
2021 Q4	–	Sell	-18,184	Closed	-$619K	–	2327
2021 Q3	$619K	Buy	+18,184	New	+$625K	﹤0.01%	1874

Wellington Management Group's ESMT Position: Q1 2024 in Review

Wellington Management Group sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 14,509 shares — an estimated $332K sold.

Wellington Management Group first reported a position in ESMT in Q3 2021 and held it in 6 quarters. The position peaked at $25.4M in Q2 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Wellington Management Group reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Wellington Management Group sold 14,509 EngageSmart, Inc. shares in Q1 2024, an estimated $332K.
Wellington Management Group first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 6 quarters.
Wellington Management Group's EngageSmart, Inc. position peaked at $25.4M in Q2 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Wellington Management Group's 13F filing for Q1 2024, filed 15 May 2024.