Edge Capital Group’s Simply Good Foods SMPL Stock Holding History

Edge Capital Group’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
2024 Q4	$119K	Buy	+11,951	New	+$438K	0.01%	317

Other funds holding SMPL

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

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

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

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

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

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

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

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

CIP

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Edge Capital Group's SMPL Position: Q4 2024 in Review

Edge Capital Group opened a new position in Simply Good Foods (SMPL) in Q4 2024: 11,951 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

278 funds tracked by Wall St. Rank hold SMPL as of Q4 2024.

Edge Capital Group held 11,951 shares of Simply Good Foods worth $119K as of Q4 2024.
Simply Good Foods was a new Edge Capital Group position in Q4 2024.
Simply Good Foods made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #317 holding.
278 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.