SLG
SMAR

Stanley-Laman Group’s Smartsheet Inc. SMAR Stock Holding History

Stanley-Laman Group’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
2024
Q3 		– Sell
-158,448
Closed -$6.98M – 300
2024
Q2 		$6.98M Sell
158,448
-15,898
-9% -$634K 1% 15
2024
Q1 		$6.71M Buy
174,346
+1,016
+0.6% +$44.3K 0.94% 26
2023
Q4 		$8.29M Buy
+173,330
New +$7.39M 1.27% 14
2022
Q3 		– Sell
-37,616
Closed -$1.18M – 299
2022
Q2 		$1.18M Sell
37,616
-1,959
-5% -$81.2K 0.21% 149
2022
Q1 		$2.17M Buy
39,575
+8,661
+28% +$495K 0.3% 121
2021
Q4 		$2.39M Buy
+30,914
New +$2.16M 0.28% 124

Other funds holding SMAR

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Stanley-Laman Group's SMAR Position: Q3 2024 in Review

Stanley-Laman Group sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 158,448 shares — an estimated $6.98M sold.

Stanley-Laman Group first reported a position in SMAR in Q4 2021 and held it in 6 quarters. The position peaked at $8.29M in Q4 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Stanley-Laman Group reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Stanley-Laman Group sold 158,448 Smartsheet Inc. shares in Q3 2024, an estimated $6.98M.
  • Stanley-Laman Group first reported a position in Smartsheet Inc. in Q4 2021 and held it in 6 quarters.
  • Stanley-Laman Group's Smartsheet Inc. position peaked at $8.29M in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Stanley-Laman Group's 13F filing for Q3 2024, filed 22 Oct 2024.