JGC
SMPL icon

J. Goldman & Co’s Simply Good Foods SMPL Stock Holding History

J. Goldman & Co’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
-20,341
Closed -$702K – 626
2025
Q1 		$702K Sell
20,341
-14,268
-41% -$516K 0.02% 383
2024
Q4 		$1.35M Buy
+34,609
New +$1.27M 0.04% 300
2024
Q2 		– Sell
-16,230
Closed -$552K – 572
2024
Q1 		$552K Buy
+16,230
New +$598K 0.02% 314
2022
Q4 		– Sell
-196,075
Closed -$6.27M – 476
2022
Q3 		$6.27M Buy
+196,075
New +$6.43M 0.3% 98

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

J. Goldman & Co's SMPL Position: Q2 2025 in Review

J. Goldman & Co sold out of Simply Good Foods (SMPL) in Q2 2025, closing a stake of 20,341 shares — an estimated $702K sold.

J. Goldman & Co first reported a position in SMPL in Q3 2022 and held it in 4 quarters. The position peaked at $6.27M in Q3 2022. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

  • J. Goldman & Co reported no remaining Simply Good Foods position as of Q2 2025 after selling out during the quarter.
  • J. Goldman & Co sold 20,341 Simply Good Foods shares in Q2 2025, an estimated $702K.
  • J. Goldman & Co first reported a position in Simply Good Foods in Q3 2022 and held it in 4 quarters.
  • J. Goldman & Co's Simply Good Foods position peaked at $6.27M in Q3 2022.
  • 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on J. Goldman & Co's 13F filing for Q2 2025, filed 14 Aug 2025.