LCH
SMAR

Lee Capital Holdings’s Smartsheet Inc. SMAR Stock Holding History

Lee Capital Holdings’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
Q3 		– Sell
-75,972
Closed -$2.39M – 60
2022
Q2 		$2.39M Buy
+75,972
New +$3.15M 1.87% 18
2022
Q1 		– Sell
-28,975
Closed -$2.24M – 75
2021
Q4 		$2.24M Buy
+28,975
New +$2.02M 1.18% 28
2020
Q4 		– Sell
-23,005
Closed -$1.14M – 92
2020
Q3 		$1.14M Buy
+23,005
New +$1.11M 0.67% 41
2020
Q2 		– Sell
-9,990
Closed -$415K – 63
2020
Q1 		$415K Buy
+9,990
New +$453K 0.34% 55

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lee Capital Holdings's SMAR Position: Q3 2022 in Review

Lee Capital Holdings sold out of Smartsheet Inc. (SMAR) in Q3 2022, closing a stake of 75,972 shares — an estimated $2.39M sold.

Lee Capital Holdings first reported a position in SMAR in Q1 2020 and held it in 4 quarters. The position peaked at $2.39M in Q2 2022. 293 funds tracked by Wall St. Rank hold SMAR as of Q3 2022.

  • Lee Capital Holdings reported no remaining Smartsheet Inc. position as of Q3 2022 after selling out during the quarter.
  • Lee Capital Holdings sold 75,972 Smartsheet Inc. shares in Q3 2022, an estimated $2.39M.
  • Lee Capital Holdings first reported a position in Smartsheet Inc. in Q1 2020 and held it in 4 quarters.
  • Lee Capital Holdings's Smartsheet Inc. position peaked at $2.39M in Q2 2022.
  • 293 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2022.

Based on Lee Capital Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.