JAM
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Jupiter Asset Management’s Simply Good Foods SMPL Stock Holding History

Jupiter Asset 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
2026
Q1 		$9.13M Buy
+636,388
New +$11M 0.05% 289
2025
Q3 		– Sell
-46,820
Closed -$1.48M – 539
2025
Q2 		$1.48M Buy
46,820
+37,293
+391% +$1.3M 0.01% 347
2025
Q1 		$329K Buy
+9,527
New +$345K ﹤0.01% 404
2024
Q2 		– Sell
-99,577
Closed -$3.39M – 457
2024
Q1 		$3.39M Buy
+99,577
New +$3.67M 0.03% 277
2023
Q4 		– Sell
-18,110
Closed -$625K – 531
2023
Q3 		$625K Buy
+18,110
New +$651K 0.01% 424

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return