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Lindbrook Capital’s Simply Good Foods SMPL Stock Holding History

Lindbrook Capital’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
Q1 		$42.4K Buy
1,229
+21
+2% +$760 ﹤0.01% 1074
2024
Q4 		$47.1K Sell
1,208
-72
-6% -$2.64K ﹤0.01% 840
2024
Q3 		$44.5K Sell
1,280
-126
-9% -$4.27K ﹤0.01% 876
2024
Q2 		$50.8K Buy
1,406
+91
+7% +$3.25K ﹤0.01% 791
2024
Q1 		$44.7K Sell
1,315
-54
-4% -$1.99K ﹤0.01% 813
2023
Q4 		$54.2K Sell
1,369
-355
-21% -$13.3K 0.01% 725
2023
Q3 		$59.5K Sell
1,724
-5
-0.3% -$180 0.01% 621
2023
Q2 		$63.3K Hold
1,729
– – 0.01% 626
2023
Q1 		$68.8K Sell
1,729
-333
-16% -$12.3K 0.01% 587
2022
Q4 		$78.4K Sell
2,062
-262
-11% -$9.67K 0.01% 553
2022
Q3 		$74K Buy
2,324
+8
+0.3% +$263 0.01% 531
2022
Q2 		$87K Hold
2,316
– – 0.01% 475
2022
Q1 		$88K Sell
2,316
-1,177
-34% -$43.9K 0.01% 499
2021
Q4 		$145K Buy
3,493
+3,425
+5,037% +$131K 0.02% 393
2021
Q3 		$2K Hold
68
– – ﹤0.01% 1607
2021
Q2 		$2K Hold
68
– – ﹤0.01% 1643
2021
Q1 		$2K Buy
68
+36
+113% +$1.07K ﹤0.01% 1599
2020
Q4 		$1K Hold
32
– – ﹤0.01% 1689
2020
Q3 		$1K Hold
32
– – ﹤0.01% 1645
2020
Q2 		$1K Hold
32
– – ﹤0.01% 1626
2020
Q1 		$1K Buy
+32
New +$700 ﹤0.01% 1552

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lindbrook Capital's SMPL Position: Q1 2025 in Review

Lindbrook Capital increased its Simply Good Foods (SMPL) stake by 1.7% in Q1 2025, buying an estimated $760 and bringing the position to 1,229 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Lindbrook Capital first reported a position in SMPL in Q1 2020 and has held it in 21 quarters since. The position peaked at $145K in Q4 2021. 293 funds tracked by Wall St. Rank hold SMPL as of Q1 2025.

  • Lindbrook Capital held 1,229 shares of Simply Good Foods worth $42.4K as of Q1 2025.
  • Lindbrook Capital bought 21 Simply Good Foods shares in Q1 2025, an estimated $760.
  • Simply Good Foods made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1074 holding.
  • Lindbrook Capital first reported a position in Simply Good Foods in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Simply Good Foods position peaked at $145K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.