AA
SMAR

Ancora Advisors’s Smartsheet Inc. SMAR Stock Holding History

Ancora Advisors’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
2023
Q2 		– Sell
-40
Closed -$1.91K – 1936
2023
Q1 		$1.91K Buy
+40
New +$1.74K ﹤0.01% 1527
2020
Q2 		– Sell
-102,713
Closed -$4.26M – 1460
2020
Q1 		$4.26M Buy
102,713
+53,534
+109% +$2.43M 0.2% 128
2019
Q4 		$2.21M Buy
+49,179
New +$2.03M 0.08% 236

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Ancora Advisors's SMAR Position: Q2 2023 in Review

Ancora Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 40 shares — an estimated $1.91K sold.

Ancora Advisors first reported a position in SMAR in Q4 2019 and held it in 3 quarters. The position peaked at $4.26M in Q1 2020. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

  • Ancora Advisors reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
  • Ancora Advisors sold 40 Smartsheet Inc. shares in Q2 2023, an estimated $1.91K.
  • Ancora Advisors first reported a position in Smartsheet Inc. in Q4 2019 and held it in 3 quarters.
  • Ancora Advisors's Smartsheet Inc. position peaked at $4.26M in Q1 2020.
  • 344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Ancora Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.