UOC
SMAR
UBS O'Connor’s Smartsheet Inc. SMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,854,149
| Closed | -$216M | – | 457 |
|
|
2024
Q4 | $216M | Buy |
3,854,149
+3,354,149
| +671% | +$188M | 5.71% | 5 |
|
|
2024
Q3 | $27.7M | Buy |
500,000
+477,584
| +2,131% | +$26.4M | 0.69% | 19 |
|
|
2024
Q2 | $988K | Buy |
+22,416
| New | +$988K | 0.03% | 295 |
|
|
2024
Q1 | – | Sell |
-100,080
| Closed | -$4.79M | – | 553 |
|
|
2023
Q4 | $4.79M | Sell |
100,080
-12,420
| -11% | -$594K | 0.15% | 81 |
|
|
2023
Q3 | $4.55M | Buy |
112,500
+30,000
| +36% | +$1.21M | 0.08% | 137 |
|
|
2023
Q2 | $3.16M | Buy |
82,500
+2,500
| +3% | +$95.7K | 0.07% | 184 |
|
|
2023
Q1 | $3.82M | Buy |
+80,000
| New | +$3.82M | 0.09% | 180 |
|