Zimmer Partners’s EngageSmart, Inc. ESMT Stock Holding History

Zimmer Partners’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
2021 Q4	–	Sell	-21,000	Closed	-$715K	–	182
2021 Q3	$715K	Buy	+21,000	New	+$722K	0.01%	135

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Zimmer Partners's ESMT Position: Q4 2021 in Review

Zimmer Partners sold out of EngageSmart, Inc. (ESMT) in Q4 2021, closing a stake of 21,000 shares — an estimated $715K sold.

Zimmer Partners first reported a position in ESMT in Q3 2021 and held it in 1 quarter. The position peaked at $715K in Q3 2021. 76 funds tracked by Wall St. Rank hold ESMT as of Q4 2021.

Zimmer Partners reported no remaining EngageSmart, Inc. position as of Q4 2021 after selling out during the quarter.
Zimmer Partners sold 21,000 EngageSmart, Inc. shares in Q4 2021, an estimated $715K.
Zimmer Partners first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 1 quarter.
Zimmer Partners's EngageSmart, Inc. position peaked at $715K in Q3 2021.
76 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2021.

Based on Zimmer Partners's 13F filing for Q4 2021, filed 14 Feb 2022.