CF
SMAR

CNA Financial’s Smartsheet Inc. SMAR Stock Holding History

CNA Financial’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
Q1 		– Sell
-5,300
Closed -$209K – 81
2022
Q4 		$209K Sell
5,300
-10,840
-67% -$369K 0.13% 73
2022
Q3 		$555K Buy
16,140
+220
+1% +$7.46K 0.21% 101
2022
Q2 		$500K Buy
15,920
+3,320
+26% +$138K 0.17% 127
2022
Q1 		$690K Buy
12,600
+2,960
+31% +$169K 0.21% 123
2021
Q4 		$747K Sell
9,640
-4,760
-33% -$333K 0.2% 133
2021
Q3 		$991K Buy
14,400
+450
+3% +$33.1K 0.27% 104
2021
Q2 		$1.01M Buy
13,950
+810
+6% +$50.6K 0.29% 110
2021
Q1 		$840K Buy
13,140
+2,260
+21% +$158K 0.26% 117
2020
Q4 		$754K Buy
10,880
+1,370
+14% +$80.3K 0.24% 126
2020
Q3 		$470K Buy
9,510
+290
+3% +$14K 0.17% 135
2020
Q2 		$469K Buy
+9,220
New +$469K 0.19% 125

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CNA Financial's SMAR Position: Q1 2023 in Review

CNA Financial sold out of Smartsheet Inc. (SMAR) in Q1 2023, closing a stake of 5,300 shares — an estimated $209K sold.

CNA Financial first reported a position in SMAR in Q2 2020 and held it in 11 quarters. The position peaked at $1.01M in Q2 2021. 358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

  • CNA Financial reported no remaining Smartsheet Inc. position as of Q1 2023 after selling out during the quarter.
  • CNA Financial sold 5,300 Smartsheet Inc. shares in Q1 2023, an estimated $209K.
  • CNA Financial first reported a position in Smartsheet Inc. in Q2 2020 and held it in 11 quarters.
  • CNA Financial's Smartsheet Inc. position peaked at $1.01M in Q2 2021.
  • 358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.