JAM
SMAR

Jupiter Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Jupiter Asset 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
2023
Q4 		– Sell
-11,686
Closed -$473K – 552
2023
Q3 		$473K Sell
11,686
-44,517
-79% -$1.83M 0.01% 434
2023
Q2 		$2.15M Buy
+56,203
New +$2.43M 0.02% 373

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

Jupiter Asset Management's SMAR Position: Q4 2023 in Review

Jupiter Asset Management sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 11,686 shares — an estimated $473K sold.

Jupiter Asset Management first reported a position in SMAR in Q2 2023 and held it in 2 quarters. The position peaked at $2.15M in Q2 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • Jupiter Asset Management reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
  • Jupiter Asset Management sold 11,686 Smartsheet Inc. shares in Q4 2023, an estimated $473K.
  • Jupiter Asset Management first reported a position in Smartsheet Inc. in Q2 2023 and held it in 2 quarters.
  • Jupiter Asset Management's Smartsheet Inc. position peaked at $2.15M in Q2 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Jupiter Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.