Capital International Investors’s Smartsheet Inc. SMAR Stock Holding History

Capital International Investors’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
2022 Q1	–	Sell	-986,952	Closed	-$76.4M	–	485
2021 Q4	$76.4M	Sell	986,952 -539,331	-35%	-$37.7M	0.02%	335
2021 Q3	$105M	Hold	1,526,283	–	–	0.02%	295
2021 Q2	$110M	Sell	1,526,283 -1,726	-0.1%	-$108K	0.03%	289
2021 Q1	$97.7M	Sell	1,528,009 -1,835,121	-55%	-$128M	0.02%	288
2020 Q4	$233M	Buy	3,363,130 +40,213	+1%	+$2.36M	0.06%	221
2020 Q3	$164M	Buy	3,322,917 +815,806	+33%	+$39.4M	0.05%	238
2020 Q2	$128M	Buy	2,507,111 +293,810	+13%	+$15M	0.04%	237
2020 Q1	$91.9M	Buy	2,213,301 +821,645	+59%	+$37.3M	0.04%	219
2019 Q4	$62.5M	Buy	1,391,656 +626,656	+82%	+$25.9M	0.02%	255
2019 Q3	$27.6M	Hold	765,000	–	–	0.01%	307
2019 Q2	$37M	Hold	765,000	–	–	0.01%	295
2019 Q1	$31.2M	Hold	765,000	–	–	0.01%	304
2018 Q4	$19M	Sell	765,000 -270,000	-26%	-$6.71M	0.01%	312
2018 Q3	$32.4M	Buy	+1,035,000	New	+$27.6M	0.01%	301

Other funds holding SMAR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NPCM

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

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

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Capital International Investors's SMAR Position: Q1 2022 in Review

Capital International Investors sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 986,952 shares — an estimated $76.4M sold.

Capital International Investors first reported a position in SMAR in Q3 2018 and held it in 14 quarters. The position peaked at $233M in Q4 2020. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

Capital International Investors reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
Capital International Investors sold 986,952 Smartsheet Inc. shares in Q1 2022, an estimated $76.4M.
Capital International Investors first reported a position in Smartsheet Inc. in Q3 2018 and held it in 14 quarters.
Capital International Investors's Smartsheet Inc. position peaked at $233M in Q4 2020.
322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Capital International Investors's 13F filing for Q1 2022, filed 16 May 2022.