MIH
SMAR

Meitav Investment House’s Smartsheet Inc. SMAR Stock Holding History

Meitav Investment House’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
2021
Q1 		– Sell
-3,400
Closed -$236K – 488
2020
Q4 		$236K Sell
3,400
-978
-22% -$57.3K 0.01% 375
2020
Q3 		$216K Buy
+4,378
New +$211K 0.01% 369
2020
Q2 		– Sell
-5,483
Closed -$228K – 443
2020
Q1 		$228K Sell
5,483
-1,623
-23% -$73.7K 0.02% 327
2019
Q4 		$319K Sell
7,106
-236
-3% -$9.76K 0.02% 312
2019
Q3 		$280K Sell
7,342
-1,039
-12% -$49.5K 0.02% 350
2019
Q2 		$400K Buy
+8,381
New +$356K 0.03% 266

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Meitav Investment House's SMAR Position: Q1 2021 in Review

Meitav Investment House sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 3,400 shares — an estimated $236K sold.

Meitav Investment House first reported a position in SMAR in Q2 2019 and held it in 6 quarters. The position peaked at $400K in Q2 2019. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

  • Meitav Investment House reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
  • Meitav Investment House sold 3,400 Smartsheet Inc. shares in Q1 2021, an estimated $236K.
  • Meitav Investment House first reported a position in Smartsheet Inc. in Q2 2019 and held it in 6 quarters.
  • Meitav Investment House's Smartsheet Inc. position peaked at $400K in Q2 2019.
  • 278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on Meitav Investment House's 13F filing for Q1 2021, filed 6 May 2021.