Smartsheet shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Smartsheet (SMAR) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Smartsheet
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Quarterly reported holdings in Smartsheet by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $498k | 13k | 38.50 |
| 2023-12-31 | $618k | 13k | 47.82 |
| 2023-09-30 | $528k | 13k | 40.46 |
| 2023-06-30 | $498k | 13k | 38.26 |
| 2023-03-31 | $2.0M | 43k | 47.80 |
| 2022-12-31 | $1.7M | 43k | 39.36 |
| 2022-09-30 | $1.5M | 43k | 34.36 |
| 2022-06-30 | $1.3M | 43k | 31.43 |
| 2022-03-31 | $699k | 13k | 54.77 |
| 2021-12-31 | $1.0M | 13k | 77.42 |
| 2021-09-30 | $864k | 13k | 68.80 |
| 2021-06-30 | $908k | 13k | 72.30 |
| 2021-03-31 | $802k | 13k | 63.88 |
| 2020-12-31 | $870k | 13k | 69.31 |
| 2020-06-30 | $691k | 14k | 50.90 |
| 2019-12-31 | $13M | 290k | 44.92 |