EVM
SMAR

Eaton Vance Management’s Smartsheet Inc. SMAR Stock Holding History

Eaton Vance 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
2022
Q3 		$8.67M Hold
252,387
– – 0.01% 638
2022
Q2 		$7.93M Sell
252,387
-523
-0.2% -$21.7K 0.01% 680
2022
Q1 		$13.9M Buy
252,910
+25,099
+11% +$1.43M 0.02% 593
2021
Q4 		$17.6M Sell
227,811
-380
-0.2% -$26.5K 0.02% 509
2021
Q3 		$15.7M Buy
228,191
+380
+0.2% +$27.9K 0.02% 478
2021
Q2 		$16.5M Sell
227,811
-1,882
-0.8% -$117K 0.02% 493
2021
Q1 		$14.7M Buy
229,693
+1,784
+0.8% +$125K 0.02% 489
2020
Q4 		$15.8M Buy
227,909
+8
+0% +$469 0.02% 454
2020
Q3 		$11.3M Buy
227,901
+20,000
+10% +$966K 0.02% 449
2020
Q2 		$10.6M Buy
207,901
+29
+0% +$1.48K 0.02% 443
2020
Q1 		$8.63M Sell
207,872
-6
-0% -$272 0.02% 438
2019
Q4 		$9.34M Buy
+207,878
New +$8.6M 0.02% 468

Other funds holding SMAR

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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 $5.7T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return