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CIBC World Markets’s Simply Good Foods SMPL Stock Holding History

CIBC World Markets’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 		$365K Sell
11,562
-8,904
-44% -$310K ﹤0.01% 1012
2025
Q1 		$706K Buy
20,466
+11,924
+140% +$431K 0.01% 832
2024
Q4 		$333K Buy
+8,542
New +$313K ﹤0.01% 887

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fuller & Thaler Asset Management
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 World Markets's SMPL Position: Q2 2025 in Review

CIBC World Markets reduced its Simply Good Foods (SMPL) stake by 44% in Q2 2025, selling an estimated $310K and leaving 11,562 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

CIBC World Markets first reported a position in SMPL in Q4 2024 and has held it in 3 quarters since. The position peaked at $706K in Q1 2025. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

  • CIBC World Markets held 11,562 shares of Simply Good Foods worth $365K as of Q2 2025.
  • CIBC World Markets sold 8,904 Simply Good Foods shares in Q2 2025, an estimated $310K.
  • Simply Good Foods made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1012 holding.
  • CIBC World Markets first reported a position in Simply Good Foods in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's Simply Good Foods position peaked at $706K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

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