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Aigen Investment Management’s Simply Good Foods SMPL Stock Holding History

Aigen Investment Management’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,257
Closed -$304K – 947
2025
Q3 		$304K Buy
+12,257
New +$362K 0.05% 530
2024
Q3 		– Sell
-14,047
Closed -$508K – 988
2024
Q2 		$508K Buy
+14,047
New +$502K 0.1% 303
2022
Q4 		– Sell
-59,869
Closed -$1.92M – 753
2022
Q3 		$1.92M Buy
+59,869
New +$1.96M 0.27% 111
2020
Q3 		– Sell
-93,950
Closed -$1.75M – 1084
2020
Q2 		$1.75M Buy
93,950
+53,654
+133% +$950K 0.22% 122
2020
Q1 		$776K Buy
40,296
+21,388
+113% +$468K 0.1% 286
2019
Q4 		$540K Buy
+18,908
New +$498K 0.09% 302

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Aigen Investment Management's SMPL Position: Q4 2025 in Review

Aigen Investment Management sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 12,257 shares — an estimated $304K sold.

Aigen Investment Management first reported a position in SMPL in Q4 2019 and held it in 6 quarters. The position peaked at $1.92M in Q3 2022. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Aigen Investment Management reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Aigen Investment Management sold 12,257 Simply Good Foods shares in Q4 2025, an estimated $304K.
  • Aigen Investment Management first reported a position in Simply Good Foods in Q4 2019 and held it in 6 quarters.
  • Aigen Investment Management's Simply Good Foods position peaked at $1.92M in Q3 2022.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.