GBT
SMAR

Grove Bank & Trust’s Smartsheet Inc. SMAR Stock Holding History

Grove Bank & 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
2023
Q4 		– Sell
-43
Closed -$1.74K – 731
2023
Q3 		$1.74K Buy
+43
New +$1.76K ﹤0.01% 657

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Grove Bank & Trust's SMAR Position: Q4 2023 in Review

Grove Bank & Trust sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 43 shares — an estimated $1.74K sold.

Grove Bank & Trust first reported a position in SMAR in Q3 2023 and held it in 1 quarter. The position peaked at $1.74K in Q3 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • Grove Bank & Trust reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 43 Smartsheet Inc. shares in Q4 2023, an estimated $1.74K.
  • Grove Bank & Trust first reported a position in Smartsheet Inc. in Q3 2023 and held it in 1 quarter.
  • Grove Bank & Trust's Smartsheet Inc. position peaked at $1.74K in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.