MIM
SMAR

Macroview Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Macroview 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
2024
Q4 		– Sell
-8
Closed -$443 – 582
2024
Q3 		$443 Hold
8
– – ﹤0.01% 543
2024
Q2 		$353 Hold
8
– – ﹤0.01% 549
2024
Q1 		$308 Hold
8
– – ﹤0.01% 605
2023
Q4 		$383 Hold
8
– – ﹤0.01% 586
2023
Q3 		$324 Hold
8
– – ﹤0.01% 745
2023
Q2 		$307 Hold
8
– – ﹤0.01% 459
2023
Q1 		$383 Hold
8
– – ﹤0.01% 416
2022
Q4 		$315 Hold
8
– – ﹤0.01% 429
2022
Q3 		$0 Buy
+8
New +$271 ﹤0.01% 541

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Macroview Investment Management's SMAR Position: Q4 2024 in Review

Macroview Investment Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 8 shares — an estimated $443 sold.

Macroview Investment Management first reported a position in SMAR in Q3 2022 and held it in 9 quarters. The position peaked at $443 in Q3 2024. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Macroview Investment Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 8 Smartsheet Inc. shares in Q4 2024, an estimated $443.
  • Macroview Investment Management first reported a position in Smartsheet Inc. in Q3 2022 and held it in 9 quarters.
  • Macroview Investment Management's Smartsheet Inc. position peaked at $443 in Q3 2024.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.