Standard Family Office’s Smartsheet Inc. SMAR Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-26	Closed	-$1K	–	471
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	485
2022 Q2	$1K	Buy	+26	New	+$1.08K	0.01%	212
2022 Q1	–	Sell	-44	Closed	-$3K	–	252
2021 Q4	$3K	Buy	+44	New	+$3.07K	0.03%	177
2021 Q2	–	Sell	-17	Closed	-$1K	–	644
2021 Q1	$1K	Buy	+17	New	+$1.19K	﹤0.01%	603

Other funds holding SMAR

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

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

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 $601M AUM 0.2% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

DCM

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

Standard Family Office's SMAR Position: Q4 2022 in Review

Standard Family Office sold out of Smartsheet Inc. (SMAR) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

Standard Family Office first reported a position in SMAR in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 321 funds tracked by Wall St. Rank hold SMAR as of Q4 2022.

Standard Family Office reported no remaining Smartsheet Inc. position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 26 Smartsheet Inc. shares in Q4 2022, an estimated $1K.
Standard Family Office first reported a position in Smartsheet Inc. in Q1 2021 and held it in 4 quarters.
Standard Family Office's Smartsheet Inc. position peaked at $3K in Q4 2021.
321 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.