BP’s Smartsheet Inc. SMAR Stock Holding History

BP’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 Q4	–	Sell	-66,680	Closed	-$2.4M	–	550
2019 Q3	$2.4M	Buy	+66,680	New	+$3.18M	0.09%	248
2019 Q2	–	Sell	-49,968	Closed	-$2.04M	–	495
2019 Q1	$2.04M	Buy	+49,968	New	+$1.73M	0.08%	261

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

BP's SMAR Position: Q4 2019 in Review

BP sold out of Smartsheet Inc. (SMAR) in Q4 2019, closing a stake of 66,680 shares — an estimated $2.4M sold.

BP first reported a position in SMAR in Q1 2019 and held it in 2 quarters. The position peaked at $2.4M in Q3 2019. 205 funds tracked by Wall St. Rank hold SMAR as of Q4 2019.

BP reported no remaining Smartsheet Inc. position as of Q4 2019 after selling out during the quarter.
BP sold 66,680 Smartsheet Inc. shares in Q4 2019, an estimated $2.4M.
BP first reported a position in Smartsheet Inc. in Q1 2019 and held it in 2 quarters.
BP's Smartsheet Inc. position peaked at $2.4M in Q3 2019.
205 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2019.

Based on BP's 13F filing for Q4 2019, filed 7 Feb 2020.