Swedbank
SMAR

Swedbank’s Smartsheet Inc. SMAR Stock Holding History

Swedbank’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
Q4 		– Sell
-403,983
Closed -$22.4M – 712
2024
Q3 		$22.4M Sell
403,983
-593,117
-59% -$28.8M 0.03% 328
2024
Q2 		$44M Hold
997,100
– – 0.06% 197
2024
Q1 		$38.4M Buy
997,100
+100,000
+11% +$4.36M 0.34% 87
2023
Q4 		$42.9M Sell
897,100
-50,400
-5% -$2.15M 0.07% 202
2023
Q3 		$38.3M Sell
947,500
-102,900
-10% -$4.22M 0.07% 202
2023
Q2 		$40.2M Sell
1,050,400
-49,600
-5% -$2.15M 0.07% 210
2023
Q1 		$52.6M Hold
1,100,000
– – 0.1% 169
2022
Q4 		$43.3M Buy
1,100,000
+100,000
+10% +$3.41M 0.1% 190
2022
Q3 		$34.4M Sell
1,000,000
-250,000
-20% -$8.47M 0.08% 201
2022
Q2 		$39.3M Buy
1,250,000
+80,000
+7% +$3.32M 0.09% 194
2022
Q1 		$64.1M Buy
1,170,000
+380,000
+48% +$21.7M 0.12% 158
2021
Q4 		$62.3M Buy
790,000
+34,501
+5% +$2.41M 0.1% 169
2021
Q3 		$52M Sell
755,499
-194,501
-20% -$14.3M 0.1% 180
2021
Q2 		$68.7M Sell
950,000
-5,000
-0.5% -$312K 0.13% 150
2021
Q1 		$61M Buy
+955,000
New +$66.8M 0.13% 163

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Swedbank's SMAR Position: Q4 2024 in Review

Swedbank sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 403,983 shares — an estimated $22.4M sold.

Swedbank first reported a position in SMAR in Q1 2021 and held it in 15 quarters. The position peaked at $68.7M in Q2 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Swedbank reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Swedbank sold 403,983 Smartsheet Inc. shares in Q4 2024, an estimated $22.4M.
  • Swedbank first reported a position in Smartsheet Inc. in Q1 2021 and held it in 15 quarters.
  • Swedbank's Smartsheet Inc. position peaked at $68.7M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Swedbank's 13F filing for Q4 2024, filed 22 Jan 2025.