CIBC Asset Management’s Simply Good Foods SMPL Stock Holding History

CIBC Asset Management’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 Q2	–	Sell	-6,316	Closed	-$218K	–	1241
2025 Q1	$218K	Sell	6,316 -63	-1%	-$2.28K	﹤0.01%	1028
2024 Q4	$249K	Buy	+6,379	New	+$234K	﹤0.01%	982
2024 Q1	–	Sell	-5,727	Closed	-$227K	–	1149
2023 Q4	$227K	Buy	+5,727	New	+$214K	﹤0.01%	931
2021 Q4	–	Sell	-7,433	Closed	-$256K	–	1592
2021 Q3	$256K	Buy	7,433 +364	+5%	+$13.1K	﹤0.01%	1135
2021 Q2	$258K	Hold	7,069	–	–	﹤0.01%	1093
2021 Q1	$215K	Sell	7,069 -623	-8%	-$18.6K	﹤0.01%	1199
2020 Q4	$241K	Buy	+7,692	New	+$179K	﹤0.01%	1016

Other funds holding SMPL

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CIP

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

CIBC Asset Management's SMPL Position: Q2 2025 in Review

CIBC Asset Management sold out of Simply Good Foods (SMPL) in Q2 2025, closing a stake of 6,316 shares — an estimated $218K sold.

CIBC Asset Management first reported a position in SMPL in Q4 2020 and held it in 7 quarters. The position peaked at $258K in Q2 2021. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

CIBC Asset Management reported no remaining Simply Good Foods position as of Q2 2025 after selling out during the quarter.
CIBC Asset Management sold 6,316 Simply Good Foods shares in Q2 2025, an estimated $218K.
CIBC Asset Management first reported a position in Simply Good Foods in Q4 2020 and held it in 7 quarters.
CIBC Asset Management's Simply Good Foods position peaked at $258K in Q2 2021.
311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on CIBC Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.