PAMU
SMAR

Pictet Asset Management (UK)’s Smartsheet Inc. SMAR Stock Holding History

Pictet Asset Management (UK)’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
Q2 		$528K Sell
7,300
-1,100
-13% -$68.7K ﹤0.01% 1213
2021
Q1 		$537K Sell
8,400
-600
-7% -$42K ﹤0.01% 1176
2020
Q4 		$624K Hold
9,000
– – ﹤0.01% 1111
2020
Q3 		$445K Buy
+9,000
New +$435K ﹤0.01% 1105

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Pictet Asset Management (UK)'s SMAR Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Smartsheet Inc. (SMAR) stake by 13% in Q2 2021, selling an estimated $68.7K and leaving 7,300 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Pictet Asset Management (UK) first reported a position in SMAR in Q3 2020 and has held it in 4 quarters since. The position peaked at $624K in Q4 2020. 319 funds tracked by Wall St. Rank hold SMAR as of Q2 2021.

  • Pictet Asset Management (UK) held 7,300 shares of Smartsheet Inc. worth $528K as of Q2 2021.
  • Pictet Asset Management (UK) sold 1,100 Smartsheet Inc. shares in Q2 2021, an estimated $68.7K.
  • Smartsheet Inc. made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1213 holding.
  • Pictet Asset Management (UK) first reported a position in Smartsheet Inc. in Q3 2020 and has held it in 4 quarters since.
  • Pictet Asset Management (UK)'s Smartsheet Inc. position peaked at $624K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.