Fulcrum Capital’s Smartsheet Inc. SMAR Stock Holding History

Fulcrum Capital’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	-4,350	Closed	-$315K	–	96
2021 Q2	$315K	Hold	4,350	–	–	0.08%	66
2021 Q1	$278K	Sell	4,350 -750	-15%	-$52.5K	0.08%	69
2020 Q4	$353K	Buy	+5,100	New	+$299K	0.11%	59
2019 Q1	–	Sell	-73,146	Closed	-$1.82M	–	68
2018 Q4	$1.82M	Buy	+73,146	New	+$1.82M	0.82%	37

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 $5.72T AUM 30.48% 1-Year Est. Return

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 New York $59.5B AUM 51.63% 1-Year Est. Return

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 $5.89B AUM 28.74% 1-Year Est. Return

Fulcrum Capital's SMAR Position: Q3 2021 in Review

Fulcrum Capital sold out of Smartsheet Inc. (SMAR) in Q3 2021, closing a stake of 4,350 shares — an estimated $315K sold.

Fulcrum Capital first reported a position in SMAR in Q4 2018 and held it in 4 quarters. The position peaked at $1.82M in Q4 2018. 320 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

Fulcrum Capital reported no remaining Smartsheet Inc. position as of Q3 2021 after selling out during the quarter.
Fulcrum Capital sold 4,350 Smartsheet Inc. shares in Q3 2021, an estimated $315K.
Fulcrum Capital first reported a position in Smartsheet Inc. in Q4 2018 and held it in 4 quarters.
Fulcrum Capital's Smartsheet Inc. position peaked at $1.82M in Q4 2018.
320 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

Based on Fulcrum Capital's 13F filing for Q3 2021, filed 21 Oct 2021.