MSDF
SMAR

Michael & Susan Dell Foundation’s Smartsheet Inc. SMAR Stock Holding History

Michael & Susan Dell Foundation’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
2019
Q4 		– Sell
-9,733
Closed -$351K – 27
2019
Q3 		$351K Buy
+9,733
New +$464K 0.33% 30

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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Michael & Susan Dell Foundation's SMAR Position: Q4 2019 in Review

Michael & Susan Dell Foundation sold out of Smartsheet Inc. (SMAR) in Q4 2019, closing a stake of 9,733 shares — an estimated $351K sold.

Michael & Susan Dell Foundation first reported a position in SMAR in Q3 2019 and held it in 1 quarter. The position peaked at $351K in Q3 2019. 205 funds tracked by Wall St. Rank hold SMAR as of Q4 2019.

  • Michael & Susan Dell Foundation reported no remaining Smartsheet Inc. position as of Q4 2019 after selling out during the quarter.
  • Michael & Susan Dell Foundation sold 9,733 Smartsheet Inc. shares in Q4 2019, an estimated $351K.
  • Michael & Susan Dell Foundation first reported a position in Smartsheet Inc. in Q3 2019 and held it in 1 quarter.
  • Michael & Susan Dell Foundation's Smartsheet Inc. position peaked at $351K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2019.

Based on Michael & Susan Dell Foundation's 13F filing for Q4 2019, filed 14 Feb 2020.