AS
SMAR

Altshuler Shaham’s Smartsheet Inc. SMAR Stock Holding History

Altshuler Shaham’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
2021
Q3 		– Sell
-176
Closed -$13K – 691
2021
Q2 		$13K Buy
+176
New +$11K ﹤0.01% 536
2019
Q4 		– Sell
-387
Closed -$14K – 644
2019
Q3 		$14K Buy
+387
New +$18.4K ﹤0.01% 271

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Altshuler Shaham's SMAR Position: Q3 2021 in Review

Altshuler Shaham sold out of Smartsheet Inc. (SMAR) in Q3 2021, closing a stake of 176 shares — an estimated $13K sold.

Altshuler Shaham first reported a position in SMAR in Q3 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 320 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

  • Altshuler Shaham reported no remaining Smartsheet Inc. position as of Q3 2021 after selling out during the quarter.
  • Altshuler Shaham sold 176 Smartsheet Inc. shares in Q3 2021, an estimated $13K.
  • Altshuler Shaham first reported a position in Smartsheet Inc. in Q3 2019 and held it in 2 quarters.
  • Altshuler Shaham's Smartsheet Inc. position peaked at $14K in Q3 2019.
  • 320 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

Based on Altshuler Shaham's 13F filing for Q3 2021, filed 15 Nov 2021.