EFSCE
SMAR

Enterprise Financial Services Corp (EFSC)’s Smartsheet Inc. SMAR Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-26
Closed -$2K – 1267
2021
Q2 		$2K Buy
26
+12
+86% +$749 ﹤0.01% 1176
2021
Q1 		$1K Hold
14
– – ﹤0.01% 1337
2020
Q4 		$1K Hold
14
– – ﹤0.01% 1275
2020
Q3 		$1K Hold
14
– – ﹤0.01% 1235
2020
Q2 		$1K Hold
14
– – ﹤0.01% 1247
2020
Q1 		$1K Buy
+14
New +$635 ﹤0.01% 1246

Other funds holding SMAR

Capital World Investors
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SMAR Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Smartsheet Inc. (SMAR) in Q3 2021, closing a stake of 26 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SMAR in Q1 2020 and held it in 6 quarters. The position peaked at $2K in Q2 2021. 320 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Smartsheet Inc. position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 26 Smartsheet Inc. shares in Q3 2021, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Smartsheet Inc. in Q1 2020 and held it in 6 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Smartsheet Inc. position peaked at $2K in Q2 2021.
  • 320 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.