IRF
SMAR

IBM Retirement Fund’s Smartsheet Inc. SMAR Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-3,404
Closed -$234K – 720
2021
Q3 		$234K Hold
3,404
– – 0.02% 663
2021
Q2 		$246K Sell
3,404
-528
-13% -$33K 0.02% 671
2021
Q1 		$251K Sell
3,932
-180
-4% -$12.6K 0.02% 682
2020
Q4 		$285K Buy
+4,112
New +$241K 0.02% 636

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

IBM Retirement Fund's SMAR Position: Q4 2021 in Review

IBM Retirement Fund sold out of Smartsheet Inc. (SMAR) in Q4 2021, closing a stake of 3,404 shares — an estimated $234K sold.

IBM Retirement Fund first reported a position in SMAR in Q4 2020 and held it in 4 quarters. The position peaked at $285K in Q4 2020. 359 funds tracked by Wall St. Rank hold SMAR as of Q4 2021.

  • IBM Retirement Fund reported no remaining Smartsheet Inc. position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 3,404 Smartsheet Inc. shares in Q4 2021, an estimated $234K.
  • IBM Retirement Fund first reported a position in Smartsheet Inc. in Q4 2020 and held it in 4 quarters.
  • IBM Retirement Fund's Smartsheet Inc. position peaked at $285K in Q4 2020.
  • 359 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.