CIP
SMAR

Chartwell Investment Partners’s Smartsheet Inc. SMAR Stock Holding History

Chartwell Investment Partners’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
2021
Q4 		– Sell
-13,396
Closed -$922K – 449
2021
Q3 		$922K Buy
+13,396
New +$985K 0.03% 384

Other funds holding SMAR

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BCM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Chartwell Investment Partners's SMAR Position: Q4 2021 in Review

Chartwell Investment Partners sold out of Smartsheet Inc. (SMAR) in Q4 2021, closing a stake of 13,396 shares — an estimated $922K sold.

Chartwell Investment Partners first reported a position in SMAR in Q3 2021 and held it in 1 quarter. The position peaked at $922K in Q3 2021. 359 funds tracked by Wall St. Rank hold SMAR as of Q4 2021.

  • Chartwell Investment Partners reported no remaining Smartsheet Inc. position as of Q4 2021 after selling out during the quarter.
  • Chartwell Investment Partners sold 13,396 Smartsheet Inc. shares in Q4 2021, an estimated $922K.
  • Chartwell Investment Partners first reported a position in Smartsheet Inc. in Q3 2021 and held it in 1 quarter.
  • Chartwell Investment Partners's Smartsheet Inc. position peaked at $922K in Q3 2021.
  • 359 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2021.

Based on Chartwell Investment Partners's 13F filing for Q4 2021, filed 15 Feb 2022.