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GW&K Investment Management’s Simply Good Foods SMPL Stock Holding History

GW&K Investment 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
-150
Closed -$5K – 1031
2025
Q1 		$5K Buy
+150
New +$5.43K ﹤0.01% 917

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

GW&K Investment Management's SMPL Position: Q2 2025 in Review

GW&K Investment Management sold out of Simply Good Foods (SMPL) in Q2 2025, closing a stake of 150 shares — an estimated $5K sold.

GW&K Investment Management first reported a position in SMPL in Q1 2025 and held it in 1 quarter. The position peaked at $5K in Q1 2025. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

  • GW&K Investment Management reported no remaining Simply Good Foods position as of Q2 2025 after selling out during the quarter.
  • GW&K Investment Management sold 150 Simply Good Foods shares in Q2 2025, an estimated $5K.
  • GW&K Investment Management first reported a position in Simply Good Foods in Q1 2025 and held it in 1 quarter.
  • GW&K Investment Management's Simply Good Foods position peaked at $5K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on GW&K Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.