DJSG
SMAR

D.J. St. Germain’s Smartsheet Inc. SMAR Stock Holding History

D.J. St. Germain’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
-320
Closed -$12.9K – 831
2023
Q3 		$12.9K Hold
320
– – ﹤0.01% 509
2023
Q2 		$12.2K Buy
+320
New +$13.8K ﹤0.01% 521

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
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
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

D.J. St. Germain's SMAR Position: Q4 2023 in Review

D.J. St. Germain sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 320 shares — an estimated $12.9K sold.

D.J. St. Germain first reported a position in SMAR in Q2 2023 and held it in 2 quarters. The position peaked at $12.9K in Q3 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • D.J. St. Germain reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
  • D.J. St. Germain sold 320 Smartsheet Inc. shares in Q4 2023, an estimated $12.9K.
  • D.J. St. Germain first reported a position in Smartsheet Inc. in Q2 2023 and held it in 2 quarters.
  • D.J. St. Germain's Smartsheet Inc. position peaked at $12.9K in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on D.J. St. Germain's 13F filing for Q4 2023, filed 2 Jan 2024.