UBS Group’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,709,022
| Closed | -$432M | – | 11032 |
|
|
2024
Q4 | $432M | Buy |
7,709,022
+7,527,068
| +4,137% | +$421M | 0.1% | 234 |
|
|
2024
Q3 | $10.1M | Sell |
181,954
-32,137
| -15% | -$1.56M | ﹤0.01% | 2359 |
|
|
2024
Q2 | $9.44M | Buy |
214,091
+45,177
| +27% | +$1.8M | ﹤0.01% | 2251 |
|
|
2024
Q1 | $6.5M | Sell |
168,914
-12,320
| -7% | -$537K | ﹤0.01% | 2688 |
|
|
2023
Q4 | $8.67M | Buy |
181,234
+67,878
| +60% | +$2.89M | ﹤0.01% | 2220 |
|
|
2023
Q3 | $4.59M | Buy |
113,356
+76,499
| +208% | +$3.14M | ﹤0.01% | 2664 |
|
|
2023
Q2 | $1.41M | Buy |
36,857
+30,117
| +447% | +$1.3M | ﹤0.01% | 3893 |
|
|
2023
Q1 | $322K | Sell |
6,740
-1,613
| -19% | -$70.2K | ﹤0.01% | 5022 |
|
|
2022
Q4 | $329K | Sell |
8,353
-18,540
| -69% | -$632K | ﹤0.01% | 5043 |
|
|
2022
Q3 | $924K | Buy |
26,893
+6,011
| +29% | +$204K | ﹤0.01% | 3815 |
|
|
2022
Q2 | $656K | Buy |
20,882
+12,938
| +163% | +$536K | ﹤0.01% | 4056 |
|
|
2022
Q1 | $435K | Sell |
7,944
-7,416
| -48% | -$424K | ﹤0.01% | 4788 |
|
|
2021
Q4 | $1.19M | Sell |
15,360
-5,580
| -27% | -$390K | ﹤0.01% | 4230 |
|
|
2021
Q3 | $1.44M | Buy |
20,940
+7,598
| +57% | +$559K | ﹤0.01% | 3870 |
|
|
2021
Q2 | $965K | Sell |
13,342
-536
| -4% | -$33.5K | ﹤0.01% | 4209 |
|
|
2021
Q1 | $887K | Sell |
13,878
-82,788
| -86% | -$5.79M | ﹤0.01% | 4383 |
|
|
2020
Q4 | $6.7M | Buy |
96,666
+1,324
| +1% | +$77.6K | ﹤0.01% | 2176 |
|
|
2020
Q3 | $4.71M | Buy |
95,342
+11,219
| +13% | +$542K | ﹤0.01% | 2261 |
|
|
2020
Q2 | $4.28M | Buy |
84,123
+64,400
| +327% | +$3.28M | ﹤0.01% | 2162 |
|
|
2020
Q1 | $819K | Sell |
19,723
-5,425
| -22% | -$246K | ﹤0.01% | 3529 |
|
|
2019
Q4 | $1.13M | Sell |
25,148
-47,325
| -65% | -$1.96M | ﹤0.01% | 4094 |
|
|
2019
Q3 | $2.61M | Buy |
72,473
+32,866
| +83% | +$1.57M | ﹤0.01% | 3043 |
|
|
2019
Q2 | $1.92M | Buy |
39,607
+30,753
| +347% | +$1.31M | ﹤0.01% | 3184 |
|
|
2019
Q1 | $361K | Sell |
8,854
-4,949
| -36% | -$171K | ﹤0.01% | 4264 |
|
|
2018
Q4 | $343K | Buy |
13,803
+8,408
| +156% | +$209K | ﹤0.01% | 4535 |
|
|
2018
Q3 | $169K | Buy |
5,395
+3,971
| +279% | +$106K | ﹤0.01% | 5192 |
|
|
2018
Q2 | $37K | Buy |
+1,424
| New | +$33.9K | ﹤0.01% | 6235 |
|
Other funds holding SMAR
IA
TCWM
PS
AW
HNB