LCAM
SMAR

Lee Capital Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Lee Capital 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
2019
Q4 		– Sell
-28,045
Closed -$1.01M – 37
2019
Q3 		$1.01M Buy
+28,045
New +$1.34M 1.47% 23

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Lee Capital Asset Management's SMAR Position: Q4 2019 in Review

Lee Capital Asset Management sold out of Smartsheet Inc. (SMAR) in Q4 2019, closing a stake of 28,045 shares — an estimated $1.01M sold.

Lee Capital Asset Management first reported a position in SMAR in Q3 2019 and held it in 1 quarter. The position peaked at $1.01M in Q3 2019. 205 funds tracked by Wall St. Rank hold SMAR as of Q4 2019.

  • Lee Capital Asset Management reported no remaining Smartsheet Inc. position as of Q4 2019 after selling out during the quarter.
  • Lee Capital Asset Management sold 28,045 Smartsheet Inc. shares in Q4 2019, an estimated $1.01M.
  • Lee Capital Asset Management first reported a position in Smartsheet Inc. in Q3 2019 and held it in 1 quarter.
  • Lee Capital Asset Management's Smartsheet Inc. position peaked at $1.01M in Q3 2019.
  • 205 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2019.

Based on Lee Capital Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.