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Aperio Group’s Simply Good Foods SMPL Stock Holding History

Aperio Group’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
2020
Q4 		$259K Buy
+8,255
New +$192K ﹤0.01% 2239
2019
Q3 		– Sell
-4,227
Closed -$102K – 2690
2019
Q2 		$102K Buy
+4,227
New +$95.8K ﹤0.01% 2383

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group's SMPL Position: Q4 2020 in Review

Aperio Group opened a new position in Simply Good Foods (SMPL) in Q4 2020: 8,255 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #2239 among its holdings. This is a return to the name: Aperio Group previously reported a position in SMPL as recently as Q2 2019.

Aperio Group first reported a position in SMPL in Q2 2019 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold SMPL as of Q4 2020.

  • Aperio Group held 8,255 shares of Simply Good Foods worth $259K as of Q4 2020.
  • Simply Good Foods was a new Aperio Group position in Q4 2020.
  • Simply Good Foods made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2239 holding.
  • Aperio Group first reported a position in Simply Good Foods in Q2 2019 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.