Mitsubishi UFJ Asset Management
SMAR

Mitsubishi UFJ Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Mitsubishi UFJ Asset Management’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
2025
Q1 		– Sell
-3,410
Closed -$192K – 1617
2024
Q4 		$192K Sell
3,410
-658
-16% -$36.8K ﹤0.01% 999
2024
Q3 		$225K Hold
4,068
– – ﹤0.01% 950
2024
Q2 		$179K Buy
4,068
+3,993
+5,324% +$159K ﹤0.01% 972
2024
Q1 		$2.89K Hold
75
– – ﹤0.01% 1534
2023
Q4 		$3.34K Hold
75
– – ﹤0.01% 1487
2023
Q3 		$3.03K Buy
+75
New +$3.08K ﹤0.01% 1485
2020
Q4 		– Sell
-29,500
Closed -$1.46M – 1037
2020
Q3 		$1.46M Sell
29,500
-6,000
-17% -$290K 0.01% 647
2020
Q2 		$1.81M Buy
35,500
+23,100
+186% +$1.18M 0.02% 563
2020
Q1 		$515K Buy
+12,400
New +$563K 0.01% 732

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management's SMAR Position: Q1 2025 in Review

Mitsubishi UFJ Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,410 shares — an estimated $192K sold.

Mitsubishi UFJ Asset Management first reported a position in SMAR in Q1 2020 and held it in 9 quarters. The position peaked at $1.81M in Q2 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Mitsubishi UFJ Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 3,410 Smartsheet Inc. shares in Q1 2025, an estimated $192K.
  • Mitsubishi UFJ Asset Management first reported a position in Smartsheet Inc. in Q1 2020 and held it in 9 quarters.
  • Mitsubishi UFJ Asset Management's Smartsheet Inc. position peaked at $1.81M in Q2 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q1 2025, filed 12 May 2025.