MIFH
SMAR

Migdal Insurance & Financial Holdings’s Smartsheet Inc. SMAR Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-3,400
Closed -$148K – 538
2024
Q2 		$148K Buy
+3,400
New +$136K ﹤0.01% 227
2024
Q1 		– Sell
-4,150
Closed -$200K – 523
2023
Q4 		$200K Sell
4,150
-1,700
-29% -$72.5K ﹤0.01% 229
2023
Q3 		$234K Hold
5,850
– – 0.01% 220
2023
Q2 		$222K Sell
5,850
-1,700
-23% -$73.5K 0.01% 222
2023
Q1 		$352K Buy
7,550
+2,650
+54% +$115K 0.01% 206
2022
Q4 		$195K Sell
4,900
-3,400
-41% -$116K ﹤0.01% 218
2022
Q3 		$285K Buy
8,300
+4,900
+144% +$166K 0.01% 198
2022
Q2 		$107K Buy
3,400
+1,300
+62% +$53.9K ﹤0.01% 302
2022
Q1 		$118K Hold
2,100
– – ﹤0.01% 333
2021
Q4 		$166K Hold
2,100
– – ﹤0.01% 309
2021
Q3 		$145K Hold
2,100
– – ﹤0.01% 324
2021
Q2 		$152K Hold
2,100
– – ﹤0.01% 348
2021
Q1 		$134K Buy
2,100
+600
+40% +$42K ﹤0.01% 417
2020
Q4 		$104K Sell
1,500
-400
-21% -$23.4K ﹤0.01% 389
2020
Q3 		$94K Sell
1,900
-980
-34% -$47.3K ﹤0.01% 478
2020
Q2 		$146K Buy
2,880
+460
+19% +$23.4K ﹤0.01% 370
2020
Q1 		$106K Buy
2,420
+1,220
+102% +$55.4K ﹤0.01% 382
2019
Q4 		$54K Buy
+1,200
New +$49.6K ﹤0.01% 622

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
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SMAR Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 3,400 shares — an estimated $148K sold.

Migdal Insurance & Financial Holdings first reported a position in SMAR in Q4 2019 and held it in 18 quarters. The position peaked at $352K in Q1 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3,400 Smartsheet Inc. shares in Q3 2024, an estimated $148K.
  • Migdal Insurance & Financial Holdings first reported a position in Smartsheet Inc. in Q4 2019 and held it in 18 quarters.
  • Migdal Insurance & Financial Holdings's Smartsheet Inc. position peaked at $352K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.