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Hemington Wealth Management’s Simply Good Foods SMPL Stock Holding History

Hemington Wealth 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
Q3 		$0 Sell
28
-59
-68% -$1.74K ﹤0.01% 1701
2025
Q2 		$2K Sell
87
-2
-2% -$70 ﹤0.01% 1345
2025
Q1 		$3K Buy
89
+27
+44% +$977 ﹤0.01% 1233
2024
Q4 		$2K Buy
62
+28
+82% +$1.03K ﹤0.01% 1323
2024
Q3 		$1K Buy
+34
New +$1.15K ﹤0.01% 1413

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $12.2B AUM 12.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hemington Wealth Management's SMPL Position: Q3 2025 in Review

Hemington Wealth Management reduced its Simply Good Foods (SMPL) stake by 68% in Q3 2025, selling an estimated $1.74K and leaving 28 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Hemington Wealth Management first reported a position in SMPL in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q1 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • Hemington Wealth Management held 28 shares of Simply Good Foods worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 59 Simply Good Foods shares in Q3 2025, an estimated $1.74K.
  • Simply Good Foods made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1701 holding.
  • Hemington Wealth Management first reported a position in Simply Good Foods in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Simply Good Foods position peaked at $3K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.