KHC
SMAR

Koesten Hirschmann & Crabtree’s Smartsheet Inc. SMAR Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-11
Closed -$526 – 255
2023
Q1 		$526 Buy
+11
New +$479 ﹤0.01% 226

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SMAR Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 11 shares — an estimated $526 sold.

Koesten Hirschmann & Crabtree first reported a position in SMAR in Q1 2023 and held it in 1 quarter. The position peaked at $526 in Q1 2023. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 11 Smartsheet Inc. shares in Q2 2023, an estimated $526.
  • Koesten Hirschmann & Crabtree first reported a position in Smartsheet Inc. in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Smartsheet Inc. position peaked at $526 in Q1 2023.
  • 344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.