Zurich Cantonal Bank’s EngageSmart, Inc. ESMT Stock Holding History

Zurich Cantonal Bank’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	-9,770	Closed	-$224K	–	2756
2023 Q4	$224K	Sell	9,770 -2,926	-23%	-$64.9K	﹤0.01%	2020
2023 Q3	$228K	Buy	12,696 +4,835	+62%	+$86.2K	﹤0.01%	1887
2023 Q2	$150K	Buy	+7,861	New	+$140K	﹤0.01%	2110

Zurich Cantonal Bank's ESMT Position: Q1 2024 in Review

Zurich Cantonal Bank sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 9,770 shares — an estimated $224K sold.

Zurich Cantonal Bank first reported a position in ESMT in Q2 2023 and held it in 3 quarters. The position peaked at $228K in Q3 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Zurich Cantonal Bank reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Zurich Cantonal Bank sold 9,770 EngageSmart, Inc. shares in Q1 2024, an estimated $224K.
Zurich Cantonal Bank first reported a position in EngageSmart, Inc. in Q2 2023 and held it in 3 quarters.
Zurich Cantonal Bank's EngageSmart, Inc. position peaked at $228K in Q3 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Zurich Cantonal Bank's 13F filing for Q1 2024, filed 25 Apr 2024.