AB
SMAR

Amalgamated Bank’s Smartsheet Inc. SMAR Stock Holding History

Amalgamated Bank’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
2025
Q1 		– Sell
-8,709
Closed -$488K – 2992
2024
Q4 		$488K Buy
8,709
+217
+3% +$12.1K ﹤0.01% 1304
2024
Q3 		$470K Sell
8,492
-186
-2% -$9.02K ﹤0.01% 1325
2024
Q2 		$383K Buy
8,678
+294
+4% +$11.7K ﹤0.01% 1400
2024
Q1 		$323K Sell
8,384
-18,010
-68% -$786K ﹤0.01% 1463
2023
Q4 		$1.26M Sell
26,394
-5,314
-17% -$226K 0.01% 1074
2023
Q3 		$1.28M Buy
31,708
+3,974
+14% +$163K 0.01% 1029
2023
Q2 		$1.06M Buy
27,734
+912
+3% +$39.4K 0.01% 1114
2023
Q1 		$1.28M Sell
26,822
-2,794
-9% -$122K 0.01% 1020
2022
Q4 		$1.17M Buy
29,616
+1,084
+4% +$36.9K 0.01% 1096
2022
Q3 		$980K Buy
28,532
+397
+1% +$13.5K 0.01% 1115
2022
Q2 		$884K Sell
28,135
-35
-0.1% -$1.45K 0.01% 1196
2022
Q1 		$1.54M Buy
28,170
+2,451
+10% +$140K 0.01% 1029
2021
Q4 		$1.99M Buy
25,719
+3,968
+18% +$277K 0.01% 943
2021
Q3 		$1.5M Sell
21,751
-1,325
-6% -$97.4K 0.01% 1061
2021
Q2 		$1.67M Buy
23,076
+2,020
+10% +$126K 0.01% 1043
2021
Q1 		$1.35M Sell
21,056
-1,520
-7% -$106K 0.05% 396
2020
Q4 		$1.56M Buy
22,576
+222
+1% +$13K 0.06% 327
2020
Q3 		$1.1M Sell
22,354
-555
-2% -$26.8K 0.05% 402
2020
Q2 		$1.17M Sell
22,909
-51
-0.2% -$2.6K 0.05% 356
2020
Q1 		$953K Sell
22,960
-578
-2% -$26.2K 0.02% 639
2019
Q4 		$1.06M Buy
23,538
+1,845
+9% +$76.3K 0.02% 785
2019
Q3 		$782K Buy
21,693
+2,866
+15% +$137K 0.02% 845
2019
Q2 		$911K Buy
+18,827
New +$800K 0.02% 790

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Amalgamated Bank's SMAR Position: Q1 2025 in Review

Amalgamated Bank sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 8,709 shares — an estimated $488K sold.

Amalgamated Bank first reported a position in SMAR in Q2 2019 and held it in 23 quarters. The position peaked at $1.99M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Amalgamated Bank reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Amalgamated Bank sold 8,709 Smartsheet Inc. shares in Q1 2025, an estimated $488K.
  • Amalgamated Bank first reported a position in Smartsheet Inc. in Q2 2019 and held it in 23 quarters.
  • Amalgamated Bank's Smartsheet Inc. position peaked at $1.99M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Amalgamated Bank's 13F filing for Q1 2025, filed 25 Apr 2025.