Harbour Investments’s Smartsheet Inc. SMAR Stock Holding History

Harbour Investments’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
2024 Q4	–	Sell	-98	Closed	-$5.42K	–	3601
2024 Q3	$5.42K	Buy	+98	New	+$4.75K	﹤0.01%	2598
2024 Q1	–	Sell	-39	Closed	-$1.86K	–	3329
2023 Q4	$1.86K	Buy	+39	New	+$1.66K	﹤0.01%	2705
2023 Q3	–	Sell	-12	Closed	-$459	–	3124
2023 Q2	$459	Hold	12	–	–	﹤0.01%	2828
2023 Q1	$574	Buy	+12	New	+$522	﹤0.01%	2790
2022 Q4	–	Sell	-91	Closed	-$3K	–	3136
2022 Q3	$3K	Hold	91	–	–	﹤0.01%	2371
2022 Q2	$3K	Buy	+91	New	+$3.77K	﹤0.01%	2371
2021 Q4	$7K	Buy	91 +34	+60%	+$2.38K	﹤0.01%	2079
2021 Q3	$4K	Buy	57 +37	+185%	+$2.72K	﹤0.01%	3127
2021 Q2	$1K	Buy	+20	New	+$1.25K	﹤0.01%	3680

Other funds holding SMAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

VEPM

Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harbour Investments's SMAR Position: Q4 2024 in Review

Harbour Investments sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 98 shares — an estimated $5.42K sold.

Harbour Investments first reported a position in SMAR in Q2 2021 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

Harbour Investments reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
Harbour Investments sold 98 Smartsheet Inc. shares in Q4 2024, an estimated $5.42K.
Harbour Investments first reported a position in Smartsheet Inc. in Q2 2021 and held it in 9 quarters.
Harbour Investments's Smartsheet Inc. position peaked at $7K in Q4 2021.
367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.