BMSSC
SMAR

B. Metzler seel. Sohn & Co’s Smartsheet Inc. SMAR Stock Holding History

B. Metzler seel. Sohn & Co’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
Q4 		– Sell
-42,617
Closed -$2.36M – 786
2024
Q3 		$2.36M Sell
42,617
-20,613
-33% -$999K 0.02% 352
2024
Q2 		$2.79M Hold
63,230
– – 0.03% 304
2024
Q1 		$2.43M Hold
63,230
– – 0.03% 340
2023
Q4 		$3.02M Buy
63,230
+25,333
+67% +$1.08M 0.04% 273
2023
Q3 		$1.53M Sell
37,897
-32,777
-46% -$1.35M 0.02% 371
2023
Q2 		$2.7M Buy
70,674
+27,164
+62% +$1.17M 0.04% 308
2023
Q1 		$2.08M Buy
43,510
+3,295
+8% +$143K 0.03% 301
2022
Q4 		$1.58M Buy
40,215
+11,619
+41% +$396K 0.03% 349
2022
Q3 		$983K Buy
28,596
+805
+3% +$27.3K 0.02% 423
2022
Q2 		$873K Hold
27,791
– – 0.01% 467
2022
Q1 		$1.52M Buy
+27,791
New +$1.59M 0.02% 395

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

B. Metzler seel. Sohn & Co's SMAR Position: Q4 2024 in Review

B. Metzler seel. Sohn & Co sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 42,617 shares — an estimated $2.36M sold.

B. Metzler seel. Sohn & Co first reported a position in SMAR in Q1 2022 and held it in 11 quarters. The position peaked at $3.02M in Q4 2023. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • B. Metzler seel. Sohn & Co reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 42,617 Smartsheet Inc. shares in Q4 2024, an estimated $2.36M.
  • B. Metzler seel. Sohn & Co first reported a position in Smartsheet Inc. in Q1 2022 and held it in 11 quarters.
  • B. Metzler seel. Sohn & Co's Smartsheet Inc. position peaked at $3.02M in Q4 2023.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2024, filed 12 Feb 2025.