Robeco Institutional Asset Management
SMAR

Robeco Institutional Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Robeco Institutional Asset Management’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
Q4 		– Sell
-2,953
Closed -$119K – 1141
2023
Q3 		$119K Hold
2,953
– – ﹤0.01% 953
2023
Q2 		$113K Hold
2,953
– – ﹤0.01% 967
2023
Q1 		$141K Buy
+2,953
New +$128K ﹤0.01% 962

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $900M AUM 193.67% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Robeco Institutional Asset Management's SMAR Position: Q4 2023 in Review

Robeco Institutional Asset Management sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 2,953 shares — an estimated $119K sold.

Robeco Institutional Asset Management first reported a position in SMAR in Q1 2023 and held it in 3 quarters. The position peaked at $141K in Q1 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • Robeco Institutional Asset Management reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 2,953 Smartsheet Inc. shares in Q4 2023, an estimated $119K.
  • Robeco Institutional Asset Management first reported a position in Smartsheet Inc. in Q1 2023 and held it in 3 quarters.
  • Robeco Institutional Asset Management's Smartsheet Inc. position peaked at $141K in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Robeco Institutional Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.