Bank of Montreal’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-14,710
| Closed | -$465K | – | 3787 |
|
|
2025
Q2 | $465K | Sell |
14,710
-28
| -0.2% | -$974 | ﹤0.01% | 2326 |
|
|
2025
Q1 | $508K | Buy |
14,738
+3,466
| +31% | +$125K | ﹤0.01% | 2185 |
|
|
2024
Q4 | $439K | Buy |
11,272
+1,349
| +14% | +$49.4K | ﹤0.01% | 2314 |
|
|
2024
Q3 | $344K | Buy |
9,923
+56
| +0.6% | +$1.9K | ﹤0.01% | 2672 |
|
|
2024
Q2 | $366K | Sell |
9,867
-93
| -0.9% | -$3.32K | ﹤0.01% | 2612 |
|
|
2024
Q1 | $339K | Buy |
9,960
+105
| +1% | +$3.87K | ﹤0.01% | 2707 |
|
|
2023
Q4 | $397K | Sell |
9,855
-12,557
| -56% | -$469K | ﹤0.01% | 2677 |
|
|
2023
Q3 | $772K | Sell |
22,412
-106
| -0.5% | -$3.81K | ﹤0.01% | 2193 |
|
|
2023
Q2 | $835K | Buy |
22,518
+11,238
| +100% | +$413K | ﹤0.01% | 2282 |
|
|
2023
Q1 | $451K | Buy |
11,280
+2,875
| +34% | +$106K | ﹤0.01% | 2521 |
|
|
2022
Q4 | $324K | Sell |
8,405
-215
| -2% | -$7.93K | ﹤0.01% | 2867 |
|
|
2022
Q3 | $280 | Sell |
8,620
-6,488
| -43% | -$213K | ﹤0.01% | 2980 |
|
|
2022
Q2 | $615 | Sell |
15,108
-22,485
| -60% | -$891K | ﹤0.01% | 2578 |
|
|
2022
Q1 | $1.44M | Buy |
37,593
+15,039
| +67% | +$561K | ﹤0.01% | 2112 |
|
|
2021
Q4 | $937K | Sell |
22,554
-4,408
| -16% | -$168K | ﹤0.01% | 1986 |
|
|
2021
Q3 | $951K | Sell |
26,962
-240
| -0.9% | -$8.63K | ﹤0.01% | 2532 |
|
|
2021
Q2 | $990K | Sell |
27,202
-33,149
| -55% | -$1.13M | ﹤0.01% | 2492 |
|
|
2021
Q1 | $1.92M | Buy |
60,351
+26,420
| +78% | +$787K | ﹤0.01% | 1816 |
|
|
2020
Q4 | $999K | Buy |
33,931
+16,569
| +95% | +$386K | ﹤0.01% | 2244 |
|
|
2020
Q3 | $381K | Sell |
17,362
-2,864
| -14% | -$66.6K | ﹤0.01% | 2446 |
|
|
2020
Q2 | $431K | Sell |
20,226
-8,209
| -29% | -$145K | ﹤0.01% | 2337 |
|
|
2020
Q1 | $515K | Sell |
28,435
-89,175
| -76% | -$1.95M | ﹤0.01% | 1970 |
|
|
2019
Q4 | $3.36M | Buy |
117,610
+63,004
| +115% | +$1.66M | ﹤0.01% | 1589 |
|
|
2019
Q3 | $1.58M | Buy |
54,606
+40,453
| +286% | +$1.13M | ﹤0.01% | 1839 |
|
|
2019
Q2 | $341K | Buy |
14,153
+5,585
| +65% | +$127K | ﹤0.01% | 2650 |
|
|
2019
Q1 | $177K | Sell |
8,568
-9,354
| -52% | -$187K | ﹤0.01% | 2777 |
|
|
2018
Q4 | $339K | Buy |
17,922
+431
| +2% | +$8.13K | ﹤0.01% | 2340 |
|
|
2018
Q3 | $340K | Buy |
17,491
+8,861
| +103% | +$154K | ﹤0.01% | 2502 |
|
|
2018
Q2 | $124K | Buy |
8,630
+430
| +5% | +$5.77K | ﹤0.01% | 3016 |
|
|
2018
Q1 | $113K | Hold |
8,200
| – | – | ﹤0.01% | 2902 |
|
|
2017
Q4 | $117K | Hold |
8,200
| – | – | ﹤0.01% | 2944 |
|
|
2017
Q3 | $96K | Buy |
+8,200
| New | +$97.1K | ﹤0.01% | 2996 |
|
Other funds holding SMPL
BTW
CIP
Bank of Montreal's SMPL Position: Q3 2025 in Review
Bank of Montreal sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 14,710 shares — an estimated $465K sold.
Bank of Montreal first reported a position in SMPL in Q3 2017 and held it in 32 quarters. The position peaked at $3.36M in Q4 2019. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.
- Bank of Montreal reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
- Bank of Montreal sold 14,710 Simply Good Foods shares in Q3 2025, an estimated $465K.
- Bank of Montreal first reported a position in Simply Good Foods in Q3 2017 and held it in 32 quarters.
- Bank of Montreal's Simply Good Foods position peaked at $3.36M in Q4 2019.
- 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.
Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.