LJHT
SMAR

Laurie J. Hall Trustee’s Smartsheet Inc. SMAR Stock Holding History

Laurie J. Hall Trustee’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
2022
Q1 		– Sell
-50
Closed -$4K – 327
2021
Q4 		$4K Hold
50
– – ﹤0.01% 309
2021
Q3 		$3K Hold
50
– – ﹤0.01% 312
2021
Q2 		$4K Hold
50
– – ﹤0.01% 309
2021
Q1 		$3K Hold
50
– – ﹤0.01% 320
2020
Q4 		$3K Hold
50
– – ﹤0.01% 315
2020
Q3 		$2K Buy
+50
New +$2.41K ﹤0.01% 311
2019
Q4 		$2K Hold
50
– – ﹤0.01% 322
2019
Q3 		$2K Buy
+50
New +$2.38K ﹤0.01% 316

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
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Laurie J. Hall Trustee's SMAR Position: Q1 2022 in Review

Laurie J. Hall Trustee sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 50 shares — an estimated $4K sold.

Laurie J. Hall Trustee first reported a position in SMAR in Q3 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Laurie J. Hall Trustee reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 50 Smartsheet Inc. shares in Q1 2022, an estimated $4K.
  • Laurie J. Hall Trustee first reported a position in Smartsheet Inc. in Q3 2019 and held it in 8 quarters.
  • Laurie J. Hall Trustee's Smartsheet Inc. position peaked at $4K in Q4 2021.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2022, filed 6 Apr 2022.