BIM
SMAR

Bogle Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Bogle Investment Management’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
2019
Q1 		– Sell
-48,282
Closed -$1.2M – 405
2018
Q4 		$1.2M Buy
+48,282
New +$1.2M 0.09% 199
2018
Q3 		– Sell
-48,918
Closed -$1.27M – 348
2018
Q2 		$1.27M Buy
+48,918
New +$1.16M 0.09% 192

Other funds holding SMAR

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Bogle Investment Management's SMAR Position: Q1 2019 in Review

Bogle Investment Management sold out of Smartsheet Inc. (SMAR) in Q1 2019, closing a stake of 48,282 shares — an estimated $1.2M sold.

Bogle Investment Management first reported a position in SMAR in Q2 2018 and held it in 2 quarters. The position peaked at $1.27M in Q2 2018. 166 funds tracked by Wall St. Rank hold SMAR as of Q1 2019.

  • Bogle Investment Management reported no remaining Smartsheet Inc. position as of Q1 2019 after selling out during the quarter.
  • Bogle Investment Management sold 48,282 Smartsheet Inc. shares in Q1 2019, an estimated $1.2M.
  • Bogle Investment Management first reported a position in Smartsheet Inc. in Q2 2018 and held it in 2 quarters.
  • Bogle Investment Management's Smartsheet Inc. position peaked at $1.27M in Q2 2018.
  • 166 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2019.

Based on Bogle Investment Management's 13F filing for Q1 2019, filed 13 May 2019.