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Cedar Mountain Advisors’s Simply Good Foods SMPL Stock Holding History

Cedar Mountain 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
2026
Q3 		$522 Sell
55
-1
-2% -$11 ﹤0.01% 1014
2026
Q2 		$744 Buy
+56
New +$691 ﹤0.01% 988

Other funds holding SMPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cedar Mountain Advisors's SMPL Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Simply Good Foods (SMPL) stake by 1.8% in Q3 2026, selling an estimated $11 and leaving 55 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Cedar Mountain Advisors first reported a position in SMPL in Q2 2026 and has held it in 2 quarters since. The position peaked at $744 in Q2 2026. 24 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Cedar Mountain Advisors held 55 shares of Simply Good Foods worth $522 as of Q3 2026.
  • Cedar Mountain Advisors sold 1 Simply Good Foods share in Q3 2026, an estimated $11.
  • Simply Good Foods made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1014 holding.
  • Cedar Mountain Advisors first reported a position in Simply Good Foods in Q2 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's Simply Good Foods position peaked at $744 in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.