WG
SMAR

Winton Group’s Smartsheet Inc. SMAR Stock Holding History

Winton Group’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
2022
Q2 		– Sell
-5,426
Closed -$297K – 1108
2022
Q1 		$297K Sell
5,426
-632
-10% -$36.1K 0.02% 819
2021
Q4 		$469K Buy
+6,058
New +$423K 0.03% 692
2020
Q4 		– Sell
-20,593
Closed -$1.02M – 1550
2020
Q3 		$1.02M Buy
+20,593
New +$994K 0.03% 822

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Winton Group's SMAR Position: Q2 2022 in Review

Winton Group sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 5,426 shares — an estimated $297K sold.

Winton Group first reported a position in SMAR in Q3 2020 and held it in 3 quarters. The position peaked at $1.02M in Q3 2020. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • Winton Group reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • Winton Group sold 5,426 Smartsheet Inc. shares in Q2 2022, an estimated $297K.
  • Winton Group first reported a position in Smartsheet Inc. in Q3 2020 and held it in 3 quarters.
  • Winton Group's Smartsheet Inc. position peaked at $1.02M in Q3 2020.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Winton Group's 13F filing for Q2 2022, filed 10 Aug 2022.