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Janney Capital Management’s Simply Good Foods SMPL Stock Holding History

Janney Capital 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
Q4 		– Sell
-10,102
Closed -$251K – 262
2025
Q3 		$251K Sell
10,102
-269
-3% -$7.94K 0.02% 223
2025
Q2 		$328K Sell
10,371
-1,350
-12% -$47K 0.02% 191
2025
Q1 		$404K Sell
11,721
-1,133
-9% -$41K 0.03% 175
2024
Q4 		$501K Buy
12,854
+21
+0.2% +$769 0.03% 169
2024
Q3 		$446K Sell
12,833
-518
-4% -$17.6K 0.03% 165
2024
Q2 		$482K Sell
13,351
-115
-0.9% -$4.11K 0.03% 159
2024
Q1 		$458K Buy
13,466
+2,899
+27% +$107K 0.03% 173
2023
Q4 		$418K Buy
+10,567
New +$395K 0.03% 180
2023
Q3 		– Sell
-9,980
Closed -$365K – 236
2023
Q2 		$365K Sell
9,980
-56
-0.6% -$2.06K 0.03% 179
2023
Q1 		$399K Sell
10,036
-2,204
-18% -$81.4K 0.03% 156
2022
Q4 		$465K Buy
12,240
+23
+0.2% +$849 0.03% 151
2022
Q3 		$391K Sell
12,217
-989
-7% -$32.5K 0.03% 149
2022
Q2 		$499K Sell
13,206
-42
-0.3% -$1.66K 0.04% 127
2022
Q1 		$503K Buy
13,248
+64
+0.5% +$2.39K 0.04% 135
2021
Q4 		$548K Buy
13,184
+123
+0.9% +$4.7K 0.04% 144
2021
Q3 		$450K Sell
13,061
-90
-0.7% -$3.23K 0.03% 150
2021
Q2 		$480K Buy
13,151
+228
+2% +$7.79K 0.03% 146
2021
Q1 		$393K Buy
12,923
+513
+4% +$15.3K 0.03% 160
2020
Q4 		$389K Sell
12,410
-550
-4% -$12.8K 0.03% 147
2020
Q3 		$286K Sell
12,960
-256
-2% -$5.95K 0.02% 177
2020
Q2 		$246K Sell
13,216
-1,148
-8% -$20.3K 0.02% 175
2020
Q1 		$277K Buy
+14,364
New +$314K 0.02% 162

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janney Capital Management's SMPL Position: Q4 2025 in Review

Janney Capital Management sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 10,102 shares — an estimated $251K sold.

Janney Capital Management first reported a position in SMPL in Q1 2020 and held it in 22 quarters. The position peaked at $548K in Q4 2021. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Janney Capital Management reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Janney Capital Management sold 10,102 Simply Good Foods shares in Q4 2025, an estimated $251K.
  • Janney Capital Management first reported a position in Simply Good Foods in Q1 2020 and held it in 22 quarters.
  • Janney Capital Management's Simply Good Foods position peaked at $548K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.