Wellington Management Group’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,509
| Closed | -$332K | – | 2005 |
|
|
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 |
|