SAM
SMAR

Shell Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Shell 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
Q1 		– Sell
-5,896
Closed -$232K – 1333
2022
Q4 		$232K Sell
5,896
-1,197
-17% -$40.8K 0.01% 892
2022
Q3 		$244K Sell
7,093
-1,859
-21% -$63K 0.01% 932
2022
Q2 		$281K Buy
8,952
+15
+0.2% +$622 0.01% 1008
2022
Q1 		$490K Sell
8,937
-1,324
-13% -$75.6K 0.01% 825
2021
Q4 		$795K Buy
10,261
+45
+0.4% +$3.14K 0.02% 682
2021
Q3 		$703K Buy
+10,216
New +$751K 0.02% 689

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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shell Asset Management's SMAR Position: Q1 2023 in Review

Shell Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2023, closing a stake of 5,896 shares — an estimated $232K sold.

Shell Asset Management first reported a position in SMAR in Q3 2021 and held it in 6 quarters. The position peaked at $795K in Q4 2021. 358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

  • Shell Asset Management reported no remaining Smartsheet Inc. position as of Q1 2023 after selling out during the quarter.
  • Shell Asset Management sold 5,896 Smartsheet Inc. shares in Q1 2023, an estimated $232K.
  • Shell Asset Management first reported a position in Smartsheet Inc. in Q3 2021 and held it in 6 quarters.
  • Shell Asset Management's Smartsheet Inc. position peaked at $795K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on Shell Asset Management's 13F filing for Q1 2023, filed 15 May 2023.