HIM
SMAR

Hillsdale Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Hillsdale Investment 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
2024
Q3 		– Sell
-14,150
Closed -$624K – 716
2024
Q2 		$624K Buy
14,150
+200
+1% +$7.97K 0.05% 266
2024
Q1 		$537K Sell
13,950
-300
-2% -$13.1K 0.04% 311
2023
Q4 		$681K Buy
14,250
+100
+0.7% +$4.26K 0.06% 226
2023
Q3 		$573K Buy
+14,150
New +$581K 0.05% 230

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Hillsdale Investment Management's SMAR Position: Q3 2024 in Review

Hillsdale Investment Management sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 14,150 shares — an estimated $624K sold.

Hillsdale Investment Management first reported a position in SMAR in Q3 2023 and held it in 4 quarters. The position peaked at $681K in Q4 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Hillsdale Investment Management reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 14,150 Smartsheet Inc. shares in Q3 2024, an estimated $624K.
  • Hillsdale Investment Management first reported a position in Smartsheet Inc. in Q3 2023 and held it in 4 quarters.
  • Hillsdale Investment Management's Smartsheet Inc. position peaked at $681K in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.