Axiom Investors’s Simply Good Foods SMPL Stock Holding History

Axiom Investors’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 Q2	–	Sell	-60,420	Closed	-$1.16M	–	126
2020 Q1	$1.16M	Sell	60,420 -95,405	-61%	-$2.09M	0.03%	101
2019 Q4	$4.45M	Sell	155,825 -52,470	-25%	-$1.38M	0.1%	86
2019 Q3	$6.04M	Buy	208,295 +7,535	+4%	+$210K	0.16%	62
2019 Q2	$4.83M	Sell	200,760 -12,000	-6%	-$272K	0.13%	68
2019 Q1	$4.38M	Sell	212,760 -7,390	-3%	-$148K	0.13%	77
2018 Q4	$4.16M	Buy	+220,150	New	+$4.16M	0.15%	79

Other funds holding SMPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SAM

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Axiom Investors's SMPL Position: Q2 2020 in Review

Axiom Investors sold out of Simply Good Foods (SMPL) in Q2 2020, closing a stake of 60,420 shares — an estimated $1.16M sold.

Axiom Investors first reported a position in SMPL in Q4 2018 and held it in 6 quarters. The position peaked at $6.04M in Q3 2019. 166 funds tracked by Wall St. Rank hold SMPL as of Q2 2020.

Axiom Investors reported no remaining Simply Good Foods position as of Q2 2020 after selling out during the quarter.
Axiom Investors sold 60,420 Simply Good Foods shares in Q2 2020, an estimated $1.16M.
Axiom Investors first reported a position in Simply Good Foods in Q4 2018 and held it in 6 quarters.
Axiom Investors's Simply Good Foods position peaked at $6.04M in Q3 2019.
166 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2020.

Based on Axiom Investors's 13F filing for Q2 2020, filed 13 Aug 2020.