SEI Investments’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $4.51M | Sell |
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|
2024
Q1 | $5.67M | Buy |
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|
2023
Q4 | $5.86M | Buy |
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|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $3.27M | Sell |
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|
2023
Q1 | $4.21M | Sell |
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|
2022
Q4 | $4.12M | Buy |
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|
2022
Q3 | $3.27M | Buy |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $6.39M | Buy |
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|
2021
Q4 | $8.05M | Buy |
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|
2021
Q3 | $7.12M | Sell |
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|
2021
Q2 | $11.2M | Sell |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $11.9M | Sell |
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|
2020
Q3 | $9.25M | Buy |
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|
2020
Q2 | $4.99M | Buy |
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|
2020
Q1 | $1.78M | Buy |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.3M | Sell |
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|
2019
Q2 | $2.47M | Buy |
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