MGIM
SMAR

M&G Investment Management’s Smartsheet Inc. SMAR Stock Holding History

M&G Investment 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
2023
Q4 		$8.45M Buy
176,005
+13,871
+9% +$591K 0.03% 227
2023
Q3 		$6.49M Buy
162,134
+13,993
+9% +$574K 0.03% 264
2023
Q2 		$5.63M Buy
+148,141
New +$6.41M 0.02% 278
2022
Q4 		– Sell
-43,433
Closed -$1.48K – 468
2022
Q3 		$1.48K Hold
43,433
– – 0.01% 268
2022
Q2 		$1.35K Buy
+43,433
New +$1.8M 0.01% 321

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

M&G Investment Management's SMAR Position: Q4 2023 in Review

M&G Investment Management increased its Smartsheet Inc. (SMAR) stake by 8.6% in Q4 2023, buying an estimated $591K and bringing the position to 176,005 shares worth $8.45M. The position accounts for 0.03% of the portfolio, ranked #227.

M&G Investment Management first reported a position in SMAR in Q2 2022 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • M&G Investment Management held 176,005 shares of Smartsheet Inc. worth $8.45M as of Q4 2023.
  • M&G Investment Management bought 13,871 Smartsheet Inc. shares in Q4 2023, an estimated $591K.
  • Smartsheet Inc. made up 0.03% of M&G Investment Management's portfolio in Q4 2023, its #227 holding.
  • M&G Investment Management first reported a position in Smartsheet Inc. in Q2 2022 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.