EMFAT
SMAR

Emerald Mutual Fund Advisers Trust’s Smartsheet Inc. SMAR Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2020
Q3 		– Sell
-1,063
Closed -$54K – 366
2020
Q2 		$54K Buy
+1,063
New +$54.1K ﹤0.01% 270

Other funds holding SMAR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SMAR Position: Q3 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Smartsheet Inc. (SMAR) in Q3 2020, closing a stake of 1,063 shares — an estimated $54K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SMAR in Q2 2020 and held it in 1 quarter. The position peaked at $54K in Q2 2020. 275 funds tracked by Wall St. Rank hold SMAR as of Q3 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Smartsheet Inc. position as of Q3 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 1,063 Smartsheet Inc. shares in Q3 2020, an estimated $54K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Smartsheet Inc. in Q2 2020 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Smartsheet Inc. position peaked at $54K in Q2 2020.
  • 275 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2020, filed 28 Oct 2020.