Sciencast Management’s Smartsheet Inc. SMAR Stock Holding History

Sciencast 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	-11,504	Closed	-$465K	–	461
2023 Q3	$465K	Buy	+11,504	New	+$472K	0.21%	179
2021 Q4	–	Sell	-3,993	Closed	-$266K	–	645
2021 Q3	$266K	Sell	3,993 -1,592	-29%	-$117K	0.08%	300
2021 Q2	$414K	Buy	+5,585	New	+$349K	0.09%	311
2021 Q1	–	Sell	-9,636	Closed	-$629K	–	708
2020 Q4	$629K	Buy	+9,636	New	+$565K	0.13%	235
2020 Q3	–	Sell	-23,699	Closed	-$1.1M	–	583
2020 Q2	$1.1M	Buy	+23,699	New	+$1.21M	0.28%	117
2019 Q4	–	Sell	-12,300	Closed	-$505K	–	630
2019 Q3	$505K	Buy	+12,300	New	+$586K	0.17%	205

Other funds holding SMAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Sciencast Management's SMAR Position: Q4 2023 in Review

Sciencast Management sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 11,504 shares — an estimated $465K sold.

Sciencast Management first reported a position in SMAR in Q3 2019 and held it in 6 quarters. The position peaked at $1.1M in Q2 2020. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

Sciencast Management reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
Sciencast Management sold 11,504 Smartsheet Inc. shares in Q4 2023, an estimated $465K.
Sciencast Management first reported a position in Smartsheet Inc. in Q3 2019 and held it in 6 quarters.
Sciencast Management's Smartsheet Inc. position peaked at $1.1M in Q2 2020.
378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Sciencast Management's 13F filing for Q4 2023, filed 14 Feb 2024.