Mackenzie Financial
SMAR

Mackenzie Financial’s Smartsheet Inc. SMAR Stock Holding History

Mackenzie Financial’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
2024
Q4 		– Sell
-3,891
Closed -$215K – 1806
2024
Q3 		$215K Sell
3,891
-35,009
-90% -$1.7M ﹤0.01% 1352
2024
Q2 		$1.71M Buy
38,900
+9,594
+33% +$382K ﹤0.01% 761
2024
Q1 		$1.13M Buy
29,306
+6,868
+31% +$300K ﹤0.01% 852
2023
Q4 		$1.07M Buy
22,438
+12,992
+138% +$554K ﹤0.01% 854
2023
Q3 		$375K Sell
9,446
-36,493
-79% -$1.5M ﹤0.01% 1079
2023
Q2 		$1.77M Buy
+45,939
New +$1.99M ﹤0.01% 747
2022
Q4 		– Sell
-10,900
Closed -$375K – 1604
2022
Q3 		$375K Buy
+10,900
New +$369K ﹤0.01% 1016
2022
Q1 		– Sell
-142,918
Closed -$11.1M – 1516
2021
Q4 		$11.1M Sell
142,918
-82,945
-37% -$5.79M 0.01% 460
2021
Q3 		$15.5M Sell
225,863
-2,899
-1% -$213K 0.02% 389
2021
Q2 		$16.5M Buy
228,762
+69,216
+43% +$4.32M 0.02% 366
2021
Q1 		$10.2M Buy
159,546
+147,198
+1,192% +$10.3M 0.02% 416
2020
Q4 		$856K Buy
+12,348
New +$724K ﹤0.01% 737

Other funds holding SMAR

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mackenzie Financial's SMAR Position: Q4 2024 in Review

Mackenzie Financial sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 3,891 shares — an estimated $215K sold.

Mackenzie Financial first reported a position in SMAR in Q4 2020 and held it in 12 quarters. The position peaked at $16.5M in Q2 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Mackenzie Financial reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 3,891 Smartsheet Inc. shares in Q4 2024, an estimated $215K.
  • Mackenzie Financial first reported a position in Smartsheet Inc. in Q4 2020 and held it in 12 quarters.
  • Mackenzie Financial's Smartsheet Inc. position peaked at $16.5M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.