Bank of Montreal
SMAR

Bank of Montreal’s Smartsheet Inc. SMAR Stock Holding History

Bank of Montreal’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
-331,728
Closed -$18.4M – 4013
2024
Q3 		$18.4M Buy
331,728
+257,764
+348% +$12.5M 0.01% 816
2024
Q2 		$3.27M Buy
+73,964
New +$2.95M ﹤0.01% 1446
2024
Q1 		– Sell
-4,502
Closed -$217K – 4435
2023
Q4 		$217K Sell
4,502
-37,926
-89% -$1.62M ﹤0.01% 3082
2023
Q3 		$1.79M Buy
42,428
+10,463
+33% +$429K ﹤0.01% 1760
2023
Q2 		$1.34M Buy
31,965
+5,044
+19% +$218K ﹤0.01% 2019
2023
Q1 		$1.29M Sell
26,921
-14,702
-35% -$640K ﹤0.01% 1899
2022
Q4 		$1.69M Buy
+41,623
New +$1.42M ﹤0.01% 1868
2022
Q3 		– Sell
-57,284
Closed -$1.8K – 4478
2022
Q2 		$1.8K Sell
57,284
-7,758
-12% -$321K ﹤0.01% 1949
2022
Q1 		$3.65M Sell
65,042
-3,187
-5% -$182K ﹤0.01% 1625
2021
Q4 		$5.45M Sell
68,229
-7,495
-10% -$524K ﹤0.01% 1186
2021
Q3 		$5.31M Buy
75,724
+53,306
+238% +$3.92M ﹤0.01% 1605
2021
Q2 		$1.66M Buy
22,418
+3,623
+19% +$226K ﹤0.01% 2170
2021
Q1 		$1.23M Sell
18,795
-8,016
-30% -$561K ﹤0.01% 2044
2020
Q4 		$1.84M Buy
26,811
+425
+2% +$24.9K ﹤0.01% 1869
2020
Q3 		$1.33M Buy
26,386
+1,108
+4% +$53.5K ﹤0.01% 1840
2020
Q2 		$1.34M Buy
25,278
+24,914
+6,845% +$1.27M ﹤0.01% 1800
2020
Q1 		$14K Buy
364
+140
+63% +$6.35K ﹤0.01% 3382
2019
Q4 		$10K Buy
224
+27
+14% +$1.12K ﹤0.01% 4578
2019
Q3 		$7K Buy
+197
New +$9.38K ﹤0.01% 4506
2019
Q2 		– Sell
-5,130
Closed -$209K – 5105
2019
Q1 		$209K Buy
+5,130
New +$177K ﹤0.01% 2698

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

Bank of Montreal's SMAR Position: Q4 2024 in Review

Bank of Montreal sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 331,728 shares — an estimated $18.4M sold.

Bank of Montreal first reported a position in SMAR in Q1 2019 and held it in 20 quarters. The position peaked at $18.4M in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Bank of Montreal reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 331,728 Smartsheet Inc. shares in Q4 2024, an estimated $18.4M.
  • Bank of Montreal first reported a position in Smartsheet Inc. in Q1 2019 and held it in 20 quarters.
  • Bank of Montreal's Smartsheet Inc. position peaked at $18.4M in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.