Loomis, Sayles & Company’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,312
| Closed | -$634K | – | 771 |
|
|
2024
Q4 | $634K | Hold |
11,312
| – | – | ﹤0.01% | 489 |
|
|
2024
Q3 | $626K | Buy |
11,312
+1,407
| +14% | +$77.9K | ﹤0.01% | 472 |
|
|
2024
Q2 | $437K | Buy |
9,905
+4,170
| +73% | +$184K | ﹤0.01% | 485 |
|
|
2024
Q1 | $221K | Buy |
5,735
+5,648
| +6,492% | +$218K | ﹤0.01% | 514 |
|
|
2023
Q4 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 918 |
|
|
2022
Q2 | – | Sell |
-449,522
| Closed | -$24.6M | – | 1065 |
|
|
2022
Q1 | $24.6M | Buy |
449,522
+14,262
| +3% | +$781K | 0.03% | 256 |
|
|
2021
Q4 | $33.7M | Sell |
435,260
-4,470
| -1% | -$346K | 0.04% | 236 |
|
|
2021
Q3 | $30.3M | Buy |
439,730
+12,243
| +3% | +$843K | 0.04% | 249 |
|
|
2021
Q2 | $30.9M | Buy |
427,487
+16,836
| +4% | +$1.22M | 0.04% | 245 |
|
|
2021
Q1 | $26.2M | Buy |
410,651
+72,662
| +21% | +$4.64M | 0.03% | 253 |
|
|
2020
Q4 | $23.4M | Buy |
337,989
+40,162
| +13% | +$2.78M | 0.03% | 241 |
|
|
2020
Q3 | $14.7M | Buy |
297,827
+44,533
| +18% | +$2.2M | 0.02% | 267 |
|
|
2020
Q2 | $12.9M | Buy |
253,294
+62,273
| +33% | +$3.17M | 0.02% | 275 |
|
|
2020
Q1 | $7.93M | Buy |
+191,021
| New | +$7.93M | 0.02% | 316 |
|