PFM
SMAR

Premier Fund Managers’s Smartsheet Inc. SMAR Stock Holding History

Premier Fund Managers’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
2023
Q2 		– Sell
-20,404
Closed -$951K – 234
2023
Q1 		$951K Buy
+20,404
New +$888K 0.04% 177

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Premier Fund Managers's SMAR Position: Q2 2023 in Review

Premier Fund Managers sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 20,404 shares — an estimated $951K sold.

Premier Fund Managers first reported a position in SMAR in Q1 2023 and held it in 1 quarter. The position peaked at $951K in Q1 2023. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

  • Premier Fund Managers reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
  • Premier Fund Managers sold 20,404 Smartsheet Inc. shares in Q2 2023, an estimated $951K.
  • Premier Fund Managers first reported a position in Smartsheet Inc. in Q1 2023 and held it in 1 quarter.
  • Premier Fund Managers's Smartsheet Inc. position peaked at $951K in Q1 2023.
  • 344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Premier Fund Managers's 13F filing for Q2 2023, filed 3 Aug 2023.