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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $900M AUM 193.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Eaton Vance Management's SMAR Position: Q3 2022 in Review

Eaton Vance Management held its Smartsheet Inc. (SMAR) position steady in Q3 2022 at 252,387 shares worth $8.67M. The position accounts for 0.01% of the portfolio, ranked #638.

Eaton Vance Management first reported a position in SMAR in Q4 2019 and has held it in 12 quarters since. The position peaked at $17.6M in Q4 2021. 293 funds tracked by Wall St. Rank hold SMAR as of Q3 2022.

Eaton Vance Management held 252,387 shares of Smartsheet Inc. worth $8.67M as of Q3 2022.
Eaton Vance Management left its Smartsheet Inc. share count unchanged in Q3 2022.
Smartsheet Inc. made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #638 holding.
Eaton Vance Management first reported a position in Smartsheet Inc. in Q4 2019 and has held it in 12 quarters since.
Eaton Vance Management's Smartsheet Inc. position peaked at $17.6M in Q4 2021.
293 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.