SFM
SMAR

Systematic Financial Management’s Smartsheet Inc. SMAR Stock Holding History

Systematic Financial 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
2019
Q3 		– Sell
-2,445
Closed -$118K – 650
2019
Q2 		$118K Buy
+2,445
New +$104K ﹤0.01% 595
2019
Q1 		– Sell
-18,955
Closed -$471K – 680
2018
Q4 		$471K Buy
18,955
+5,885
+45% +$146K 0.01% 573
2018
Q3 		$409K Buy
13,070
+1,260
+11% +$33.6K 0.01% 613
2018
Q2 		$307K Buy
+11,810
New +$281K 0.01% 614

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Systematic Financial Management's SMAR Position: Q3 2019 in Review

Systematic Financial Management sold out of Smartsheet Inc. (SMAR) in Q3 2019, closing a stake of 2,445 shares — an estimated $118K sold.

Systematic Financial Management first reported a position in SMAR in Q2 2018 and held it in 4 quarters. The position peaked at $471K in Q4 2018. 233 funds tracked by Wall St. Rank hold SMAR as of Q3 2019.

  • Systematic Financial Management reported no remaining Smartsheet Inc. position as of Q3 2019 after selling out during the quarter.
  • Systematic Financial Management sold 2,445 Smartsheet Inc. shares in Q3 2019, an estimated $118K.
  • Systematic Financial Management first reported a position in Smartsheet Inc. in Q2 2018 and held it in 4 quarters.
  • Systematic Financial Management's Smartsheet Inc. position peaked at $471K in Q4 2018.
  • 233 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2019.

Based on Systematic Financial Management's 13F filing for Q3 2019, filed 6 Nov 2019.