ZIM
ESMT

Zacks Investment Management’s EngageSmart, Inc. ESMT Stock Holding History

Zacks Investment Management’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
2023
Q4 		– Sell
-14,739
Closed -$265K – 696
2023
Q3 		$265K Buy
14,739
+7
+0% +$125 ﹤0.01% 530
2023
Q2 		$281K Sell
14,732
-7
-0% -$124 ﹤0.01% 541
2023
Q1 		$284K Hold
14,739
– – ﹤0.01% 530
2022
Q4 		$259K Sell
14,739
-985
-6% -$18.1K ﹤0.01% 521
2022
Q3 		$325K Buy
+15,724
New +$308K 0.01% 474

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Zacks Investment Management's ESMT Position: Q4 2023 in Review

Zacks Investment Management sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 14,739 shares — an estimated $265K sold.

Zacks Investment Management first reported a position in ESMT in Q3 2022 and held it in 5 quarters. The position peaked at $325K in Q3 2022. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Zacks Investment Management reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 14,739 EngageSmart, Inc. shares in Q4 2023, an estimated $265K.
  • Zacks Investment Management first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 5 quarters.
  • Zacks Investment Management's EngageSmart, Inc. position peaked at $325K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.