WT
SMAR

Whittier Trust’s Smartsheet Inc. SMAR Stock Holding History

Whittier Trust’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
2023
Q4 		– Sell
-5
Closed -$202 – 1707
2023
Q3 		$202 Buy
+5
New +$205 ﹤0.01% 1634
2020
Q1 		– Sell
-10
Closed – – 1610
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1629
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1601
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1466
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1510
2018
Q4 		$0 Buy
+10
New +$249 ﹤0.01% 1383

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Whittier Trust's SMAR Position: Q4 2023 in Review

Whittier Trust sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 5 shares — an estimated $202 sold.

Whittier Trust first reported a position in SMAR in Q4 2018 and held it in 6 quarters. The position peaked at $202 in Q3 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • Whittier Trust reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 5 Smartsheet Inc. shares in Q4 2023, an estimated $202.
  • Whittier Trust first reported a position in Smartsheet Inc. in Q4 2018 and held it in 6 quarters.
  • Whittier Trust's Smartsheet Inc. position peaked at $202 in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.