FM
SMAR

Freemont Management’s Smartsheet Inc. SMAR Stock Holding History

Freemont 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
Q4 		– Sell
-4,200
Closed -$144K – 138
2022
Q3 		$144K Buy
4,200
+2,609
+164% +$88.4K 0.03% 117
2022
Q2 		$50K Hold
1,591
– – 0.01% 130
2022
Q1 		$87K Hold
1,591
– – 0.01% 130
2021
Q4 		$123K Buy
+1,591
New +$111K 0.03% 63

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
BlackRock
BlackRock New York $5.72T 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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Freemont Management's SMAR Position: Q4 2022 in Review

Freemont Management sold out of Smartsheet Inc. (SMAR) in Q4 2022, closing a stake of 4,200 shares — an estimated $144K sold.

Freemont Management first reported a position in SMAR in Q4 2021 and held it in 4 quarters. The position peaked at $144K in Q3 2022. 321 funds tracked by Wall St. Rank hold SMAR as of Q4 2022.

  • Freemont Management reported no remaining Smartsheet Inc. position as of Q4 2022 after selling out during the quarter.
  • Freemont Management sold 4,200 Smartsheet Inc. shares in Q4 2022, an estimated $144K.
  • Freemont Management first reported a position in Smartsheet Inc. in Q4 2021 and held it in 4 quarters.
  • Freemont Management's Smartsheet Inc. position peaked at $144K in Q3 2022.
  • 321 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2022.

Based on Freemont Management's 13F filing for Q4 2022, filed 10 Feb 2023.