Cambridge Trust’s Smartsheet Inc. SMAR Stock Holding History

Cambridge Trust’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
2023 Q4	–	Sell	-200	Closed	-$8.09K	–	752
2023 Q3	$8.09K	Hold	200	–	–	﹤0.01%	601
2023 Q2	$7.65K	Hold	200	–	–	﹤0.01%	616
2023 Q1	$9.56K	Hold	200	–	–	﹤0.01%	637
2022 Q4	$8K	Hold	200	–	–	﹤0.01%	666
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	692
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	727
2022 Q1	$11K	Hold	200	–	–	﹤0.01%	746
2021 Q4	$15K	Buy	+200	New	+$14K	﹤0.01%	755

Other funds holding SMAR

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

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Cambridge Trust's SMAR Position: Q4 2023 in Review

Cambridge Trust sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 200 shares — an estimated $8.09K sold.

Cambridge Trust first reported a position in SMAR in Q4 2021 and held it in 8 quarters. The position peaked at $15K in Q4 2021. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

Cambridge Trust reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
Cambridge Trust sold 200 Smartsheet Inc. shares in Q4 2023, an estimated $8.09K.
Cambridge Trust first reported a position in Smartsheet Inc. in Q4 2021 and held it in 8 quarters.
Cambridge Trust's Smartsheet Inc. position peaked at $15K in Q4 2021.
378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.