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Annis Gardner Whiting Capital Advisors’s Simply Good Foods SMPL Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q3 		– Sell
-5
Closed -$158 – 1410
2025
Q2 		$158 Buy
+5
New +$174 ﹤0.01% 1311

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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
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BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SMPL Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 5 shares — an estimated $158 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SMPL in Q2 2025 and held it in 1 quarter. The position peaked at $158 in Q2 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5 Simply Good Foods shares in Q3 2025, an estimated $158.
  • Annis Gardner Whiting Capital Advisors first reported a position in Simply Good Foods in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Simply Good Foods position peaked at $158 in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.