Ameritas Investment Partners’s Simply Good Foods SMPL Stock Holding History

Ameritas Investment Partners’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
2026 Q1	$108K	Hold	7,530	–	–	﹤0.01%	1652
2025 Q4	$151K	Sell	7,530 -519	-6%	-$10.8K	﹤0.01%	1435
2025 Q3	$200K	Sell	8,049 -1,500	-16%	-$44.3K	0.01%	1240
2025 Q2	$302K	Hold	9,549	–	–	0.01%	1063
2025 Q1	$329K	Hold	9,549	–	–	0.01%	992
2024 Q4	$372K	Buy	9,549 +480	+5%	+$17.6K	0.01%	968
2024 Q3	$315K	Hold	9,069	–	–	0.01%	1057
2024 Q2	$328K	Hold	9,069	–	–	0.01%	972
2024 Q1	$309K	Sell	9,069 -335	-4%	-$12.3K	0.01%	1016
2023 Q4	$372K	Buy	9,404 +378	+4%	+$14.1K	0.01%	911
2023 Q3	$312K	Buy	9,026 +1,524	+20%	+$54.8K	0.01%	937
2023 Q2	$274K	Buy	7,502 +440	+6%	+$16.2K	0.01%	963
2023 Q1	$281K	Hold	7,062	–	–	0.01%	926
2022 Q4	$250K	Hold	7,062	–	–	0.01%	1006
2022 Q3	$225K	Buy	7,062 +386	+6%	+$12.7K	0.01%	1005
2022 Q2	$252K	Hold	6,676	–	–	0.01%	949
2022 Q1	$253K	Hold	6,676	–	–	0.01%	1045
2021 Q4	$278K	Hold	6,676	–	–	0.01%	1036
2021 Q3	$230K	Hold	6,676	–	–	0.01%	1113
2021 Q2	$244K	Sell	6,676 -520	-7%	-$17.8K	0.01%	1100
2021 Q1	$219K	Hold	7,196	–	–	0.01%	1152
2020 Q4	$226K	Hold	7,196	–	–	0.01%	1069
2020 Q3	$159K	Hold	7,196	–	–	0.01%	1159
2020 Q2	$134K	Hold	7,196	–	–	0.01%	1240
2020 Q1	$139K	Hold	7,196	–	–	0.01%	1090
2019 Q4	$205K	Buy	7,196 +1,143	+19%	+$30.1K	0.01%	1069
2019 Q3	$175K	Hold	6,053	–	–	0.01%	1131
2019 Q2	$146K	Buy	6,053 +937	+18%	+$21.2K	0.01%	1262
2019 Q1	$105K	Hold	5,116	–	–	﹤0.01%	1446
2018 Q4	$97K	Hold	5,116	–	–	0.01%	1405
2018 Q3	$100K	Hold	5,116	–	–	﹤0.01%	1569
2018 Q2	$74K	Buy	+5,116	New	+$68.6K	﹤0.01%	1746

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Investment Partners's SMPL Position: Q1 2026 in Review

Ameritas Investment Partners held its Simply Good Foods (SMPL) position steady in Q1 2026 at 7,530 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Ameritas Investment Partners first reported a position in SMPL in Q2 2018 and has held it in 32 quarters since. The position peaked at $372K in Q4 2023. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

Ameritas Investment Partners held 7,530 shares of Simply Good Foods worth $108K as of Q1 2026.
Ameritas Investment Partners left its Simply Good Foods share count unchanged in Q1 2026.
Simply Good Foods made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1652 holding.
Ameritas Investment Partners first reported a position in Simply Good Foods in Q2 2018 and has held it in 32 quarters since.
Ameritas Investment Partners's Simply Good Foods position peaked at $372K in Q4 2023.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.