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Edgestream Partners’s Simply Good Foods SMPL Stock Holding History

Edgestream Partners’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
Q1 		$6.41M Buy
446,670
+273,953
+159% +$4.73M 0.21% 157
2025
Q4 		$3.47M Sell
172,717
-255,952
-60% -$5.33M 0.1% 378
2025
Q3 		$10.6M Buy
428,669
+173,495
+68% +$5.12M 0.31% 58
2025
Q2 		$8.06M Buy
+255,174
New +$8.88M 0.22% 145
2024
Q4 		– Sell
-68,109
Closed -$2.37M – 1066
2024
Q3 		$2.37M Buy
+68,109
New +$2.31M 0.1% 350
2024
Q2 		– Sell
-18,324
Closed -$624K – 1021
2024
Q1 		$624K Buy
+18,324
New +$675K 0.03% 604
2023
Q4 		– Sell
-15,647
Closed -$540K – 1050
2023
Q3 		$540K Buy
+15,647
New +$563K 0.04% 580

Other funds holding SMPL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return