Jackson Creek Investment Advisors’s Simply Good Foods SMPL Stock Holding History

Jackson Creek Investment Advisors’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	–	Sell	-9,475	Closed	-$299K	–	355
2025 Q2	$299K	Buy	+9,475	New	+$330K	0.08%	294
2023 Q1	–	Sell	-21,699	Closed	-$825K	–	364
2022 Q4	$825K	Sell	21,699 -1,132	-5%	-$41.8K	0.37%	147
2022 Q3	$730K	Sell	22,831 -948	-4%	-$31.1K	0.34%	161
2022 Q2	$776K	Buy	+23,779	New	+$942K	0.31%	180

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jackson Creek Investment Advisors's SMPL Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 9,475 shares — an estimated $299K sold.

Jackson Creek Investment Advisors first reported a position in SMPL in Q2 2022 and held it in 4 quarters. The position peaked at $825K in Q4 2022. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

Jackson Creek Investment Advisors reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 9,475 Simply Good Foods shares in Q3 2025, an estimated $299K.
Jackson Creek Investment Advisors first reported a position in Simply Good Foods in Q2 2022 and held it in 4 quarters.
Jackson Creek Investment Advisors's Simply Good Foods position peaked at $825K in Q4 2022.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.