URS
SMAR

Utah Retirement Systems’s Smartsheet Inc. SMAR Stock Holding History

Utah Retirement Systems’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
-7,200
Closed -$403K – 986
2024
Q4 		$403K Hold
7,200
– – ﹤0.01% 815
2024
Q3 		$399K Buy
7,200
+400
+6% +$19.4K ﹤0.01% 809
2024
Q2 		$300K Sell
6,800
-300
-4% -$12K ﹤0.01% 876
2024
Q1 		$273K Hold
7,100
– – ﹤0.01% 890
2023
Q4 		$340K Buy
7,100
+200
+3% +$8.52K ﹤0.01% 849
2023
Q3 		$279K Hold
6,900
– – ﹤0.01% 861
2023
Q2 		$264K Hold
6,900
– – ﹤0.01% 912
2023
Q1 		$330K Buy
6,900
+300
+5% +$13.1K ﹤0.01% 855
2022
Q4 		$260K Hold
6,600
– – ﹤0.01% 892
2022
Q3 		$227K Buy
6,600
+200
+3% +$6.78K ﹤0.01% 909
2022
Q2 		$201K Hold
6,400
– – ﹤0.01% 961
2022
Q1 		$351K Hold
6,400
– – ﹤0.01% 877
2021
Q4 		$496K Buy
6,400
+100
+2% +$6.99K 0.01% 859
2021
Q3 		$434K Buy
6,300
+100
+2% +$7.35K 0.01% 865
2021
Q2 		$448K Buy
6,200
+300
+5% +$18.7K 0.01% 856
2021
Q1 		$377K Buy
5,900
+100
+2% +$7K 0.01% 843
2020
Q4 		$402K Buy
5,800
+1,000
+21% +$58.6K 0.01% 838
2020
Q3 		$237K Buy
4,800
+200
+4% +$9.66K ﹤0.01% 877
2020
Q2 		$234K Buy
+4,600
New +$234K ﹤0.01% 929

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 $60.6B AUM 23.27% 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 $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Utah Retirement Systems's SMAR Position: Q1 2025 in Review

Utah Retirement Systems sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 7,200 shares — an estimated $403K sold.

Utah Retirement Systems first reported a position in SMAR in Q2 2020 and held it in 19 quarters. The position peaked at $496K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Utah Retirement Systems reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Utah Retirement Systems sold 7,200 Smartsheet Inc. shares in Q1 2025, an estimated $403K.
  • Utah Retirement Systems first reported a position in Smartsheet Inc. in Q2 2020 and held it in 19 quarters.
  • Utah Retirement Systems's Smartsheet Inc. position peaked at $496K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Utah Retirement Systems's 13F filing for Q1 2025, filed 15 May 2025.