CGIM
SMAR

Capital Group Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Capital Group 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
2024
Q3 		– Sell
-15,600
Closed -$688K – 146
2024
Q2 		$688K Hold
15,600
– – 0.15% 114
2024
Q1 		$601K Hold
15,600
– – 0.11% 163
2023
Q4 		$746K Hold
15,600
– – 0.08% 163
2023
Q3 		$631K Hold
15,600
– – 0.04% 162
2023
Q2 		$597K Hold
15,600
– – 0.03% 171
2023
Q1 		$746K Sell
15,600
-1,579
-9% -$68.7K 0.04% 164
2022
Q4 		$676K Buy
+17,179
New +$585K 0.03% 176

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
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Capital Group Investment Management's SMAR Position: Q3 2024 in Review

Capital Group Investment Management sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 15,600 shares — an estimated $688K sold.

Capital Group Investment Management first reported a position in SMAR in Q4 2022 and held it in 7 quarters. The position peaked at $746K in Q4 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Capital Group Investment Management reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Capital Group Investment Management sold 15,600 Smartsheet Inc. shares in Q3 2024, an estimated $688K.
  • Capital Group Investment Management first reported a position in Smartsheet Inc. in Q4 2022 and held it in 7 quarters.
  • Capital Group Investment Management's Smartsheet Inc. position peaked at $746K in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Capital Group Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.