EAM
SMAR

Eagle Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Eagle Asset 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
-463,878
Closed -$20.6M – 614
2024
Q2 		$20.6M Sell
463,878
-183,305
-28% -$7.31M 0.11% 174
2024
Q1 		$24.9M Buy
647,183
+23,130
+4% +$1.01M 0.13% 163
2023
Q4 		$29.8M Sell
624,053
-2,378
-0.4% -$101K 0.16% 150
2023
Q3 		$25.3M Sell
626,431
-18,022
-3% -$740K 0.15% 156
2023
Q2 		$24.7M Sell
644,453
-14,123
-2% -$611K 0.14% 162
2023
Q1 		$31.5M Sell
658,576
-49,467
-7% -$2.15M 0.18% 138
2022
Q4 		$27.5M Buy
708,043
+130,305
+23% +$4.44M 0.17% 146
2022
Q3 		$19.9M Sell
577,738
-9,777
-2% -$331K 0.13% 167
2022
Q2 		$18.5M Buy
587,515
+105,489
+22% +$4.37M 0.12% 184
2022
Q1 		$26.4M Buy
482,026
+102,554
+27% +$5.86M 0.14% 173
2021
Q4 		$29.9M Buy
379,472
+217,064
+134% +$15.2M 0.13% 182
2021
Q3 		$11.2M Sell
162,408
-433
-0.3% -$31.8K 0.05% 293
2021
Q2 		$11.8M Sell
162,841
-3,373
-2% -$211K 0.05% 293
2021
Q1 		$10.9M Sell
166,214
-7,255
-4% -$508K 0.05% 302
2020
Q4 		$12M Sell
173,469
-5,566
-3% -$326K 0.07% 266
2020
Q3 		$9M Sell
179,035
-3,006
-2% -$145K 0.05% 296
2020
Q2 		$9.06M Sell
182,041
-91,620
-33% -$4.66M 0.05% 297
2020
Q1 		$11.4M Buy
+273,661
New +$12.4M 0.07% 253

Other funds holding SMAR

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
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 $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Eagle Asset Management's SMAR Position: Q3 2024 in Review

Eagle Asset Management sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 463,878 shares — an estimated $20.6M sold.

Eagle Asset Management first reported a position in SMAR in Q1 2020 and held it in 18 quarters. The position peaked at $31.5M in Q1 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Eagle Asset Management reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Eagle Asset Management sold 463,878 Smartsheet Inc. shares in Q3 2024, an estimated $20.6M.
  • Eagle Asset Management first reported a position in Smartsheet Inc. in Q1 2020 and held it in 18 quarters.
  • Eagle Asset Management's Smartsheet Inc. position peaked at $31.5M in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.