AIM
SMAR

Aigen Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Aigen Investment Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,907
Closed -$393K – 1075
2024
Q2 		$393K Buy
+8,907
New +$355K 0.08% 388
2023
Q1 		– Sell
-11,996
Closed -$472K – 866
2022
Q4 		$472K Buy
+11,996
New +$409K 0.07% 276
2022
Q3 		– Sell
-12,646
Closed -$397K – 806
2022
Q2 		$397K Buy
12,646
+1,478
+13% +$61.2K 0.07% 348
2022
Q1 		$612K Buy
+11,168
New +$638K 0.11% 248
2021
Q1 		– Sell
-9,772
Closed -$677K – 933
2020
Q4 		$677K Buy
+9,772
New +$573K 0.09% 300

Other funds holding SMAR

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Aigen Investment Management's SMAR Position: Q3 2024 in Review

Aigen Investment Management sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 8,907 shares — an estimated $393K sold.

Aigen Investment Management first reported a position in SMAR in Q4 2020 and held it in 5 quarters. The position peaked at $677K in Q4 2020. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Aigen Investment Management reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Aigen Investment Management sold 8,907 Smartsheet Inc. shares in Q3 2024, an estimated $393K.
  • Aigen Investment Management first reported a position in Smartsheet Inc. in Q4 2020 and held it in 5 quarters.
  • Aigen Investment Management's Smartsheet Inc. position peaked at $677K in Q4 2020.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.