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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
2024
Q1 		– Sell
-175,000
Closed -$6.93M – 515
2023
Q4 		$6.93M Buy
+175,000
New +$6.53M 0.28% 108
2021
Q1 		– Sell
-65,100
Closed -$2.04M – 519
2020
Q4 		$2.04M Buy
+65,100
New +$1.51M 0.1% 192

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.