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
2021 Q1	–	Sell	-48,000	Closed	-$3.29M	–	5402
2020 Q4	$3.29M	Buy	+48,000	New	+$2.81M	﹤0.01%	1589

Other funds holding SMAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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.