UB
SMAR

UMB Bank’s Smartsheet Inc. SMAR Stock Holding History

UMB Bank’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
-795
Closed -$35K – 2207
2024
Q2 		$35K Hold
795
– – ﹤0.01% 908
2024
Q1 		$30.6K Hold
795
– – ﹤0.01% 950
2023
Q4 		$38K Sell
795
-24
-3% -$1.02K ﹤0.01% 894
2023
Q3 		$33.1K Hold
819
– – ﹤0.01% 939
2023
Q2 		$31.3K Hold
819
– – ﹤0.01% 967
2023
Q1 		$39.1K Hold
819
– – ﹤0.01% 907
2022
Q4 		$32K Buy
+819
New +$27.9K ﹤0.01% 971

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 $500M AUM 25.3% 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

UMB Bank's SMAR Position: Q3 2024 in Review

UMB Bank sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 795 shares — an estimated $35K sold.

UMB Bank first reported a position in SMAR in Q4 2022 and held it in 7 quarters. The position peaked at $39.1K in Q1 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • UMB Bank reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • UMB Bank sold 795 Smartsheet Inc. shares in Q3 2024, an estimated $35K.
  • UMB Bank first reported a position in Smartsheet Inc. in Q4 2022 and held it in 7 quarters.
  • UMB Bank's Smartsheet Inc. position peaked at $39.1K in Q1 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.