Vontobel Holding
SMAR

Vontobel Holding’s Smartsheet Inc. SMAR Stock Holding History

Vontobel Holding’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
-13,094
Closed -$725K – 1191
2024
Q3 		$725K Sell
13,094
-800
-6% -$38.8K ﹤0.01% 674
2024
Q2 		$612K Sell
13,894
-8,988
-39% -$358K ﹤0.01% 713
2024
Q1 		$881K Buy
22,882
+2,583
+13% +$113K 0.01% 617
2023
Q4 		$971K Buy
20,299
+7,680
+61% +$327K 0.01% 602
2023
Q3 		$511K Sell
12,619
-481
-4% -$19.7K ﹤0.01% 761
2023
Q2 		$501K Buy
+13,100
New +$567K ﹤0.01% 790
2022
Q2 		– Sell
-26,485
Closed -$1.49M – 1141
2022
Q1 		$1.49M Buy
26,485
+3,557
+16% +$203K 0.01% 503
2021
Q4 		$1.81M Buy
22,928
+47
+0.2% +$3.28K 0.02% 469
2021
Q3 		$1.57M Sell
22,881
-3,494
-13% -$257K 0.01% 502
2021
Q2 		$1.95M Buy
26,375
+5,272
+25% +$329K 0.02% 444
2021
Q1 		$1.35M Buy
21,103
+7,986
+61% +$559K 0.01% 478
2020
Q4 		$1M Buy
+13,117
New +$769K 0.01% 531

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

Vontobel Holding's SMAR Position: Q4 2024 in Review

Vontobel Holding sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 13,094 shares — an estimated $725K sold.

Vontobel Holding first reported a position in SMAR in Q4 2020 and held it in 12 quarters. The position peaked at $1.95M in Q2 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Vontobel Holding reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Vontobel Holding sold 13,094 Smartsheet Inc. shares in Q4 2024, an estimated $725K.
  • Vontobel Holding first reported a position in Smartsheet Inc. in Q4 2020 and held it in 12 quarters.
  • Vontobel Holding's Smartsheet Inc. position peaked at $1.95M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.