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Bruce G. Allen Investments’s Simply Good Foods SMPL Stock Holding History

Bruce G. Allen Investments’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
-22
Closed -$695 – 1103
2025
Q2 		$695 Buy
22
+4
+22% +$139 ﹤0.01% 893
2025
Q1 		$621 Sell
18
-8
-31% -$289 ﹤0.01% 895
2024
Q4 		$1.01K Buy
26
+16
+160% +$586 ﹤0.01% 821
2024
Q3 		$348 Buy
+10
New +$339 ﹤0.01% 1021

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

Bruce G. Allen Investments's SMPL Position: Q3 2025 in Review

Bruce G. Allen Investments sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 22 shares — an estimated $695 sold.

Bruce G. Allen Investments first reported a position in SMPL in Q3 2024 and held it in 4 quarters. The position peaked at $1.01K in Q4 2024. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • Bruce G. Allen Investments reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 22 Simply Good Foods shares in Q3 2025, an estimated $695.
  • Bruce G. Allen Investments first reported a position in Simply Good Foods in Q3 2024 and held it in 4 quarters.
  • Bruce G. Allen Investments's Simply Good Foods position peaked at $1.01K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Bruce G. Allen Investments's 13F filing for Q3 2025, filed 30 Oct 2025.