Family Management’s Smartsheet Inc. SMAR Stock Holding History

Family 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
2020 Q3	–	Sell	-37,883	Closed	-$1.93M	–	171
2020 Q2	$1.93M	Buy	+37,883	New	+$1.93M	0.79%	39

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Family Management's SMAR Position: Q3 2020 in Review

Family Management sold out of Smartsheet Inc. (SMAR) in Q3 2020, closing a stake of 37,883 shares — an estimated $1.93M sold.

Family Management first reported a position in SMAR in Q2 2020 and held it in 1 quarter. The position peaked at $1.93M in Q2 2020. 275 funds tracked by Wall St. Rank hold SMAR as of Q3 2020.

Family Management reported no remaining Smartsheet Inc. position as of Q3 2020 after selling out during the quarter.
Family Management sold 37,883 Smartsheet Inc. shares in Q3 2020, an estimated $1.93M.
Family Management first reported a position in Smartsheet Inc. in Q2 2020 and held it in 1 quarter.
Family Management's Smartsheet Inc. position peaked at $1.93M in Q2 2020.
275 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2020.

Based on Family Management's 13F filing for Q3 2020, filed 13 Nov 2020.