Lord, Abbett & Co
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Lord, Abbett & Co’s Simply Good Foods SMPL Stock Holding History

Lord, Abbett & 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
2025
Q4 		– Sell
-239,018
Closed -$5.93M – 597
2025
Q3 		$5.93M Sell
239,018
-899
-0.4% -$26.5K 0.02% 449
2025
Q2 		$7.58M Buy
239,917
+19,376
+9% +$674K 0.02% 419
2025
Q1 		$7.61M Buy
220,541
+70,515
+47% +$2.55M 0.03% 414
2024
Q4 		$5.85M Buy
+150,026
New +$5.5M 0.02% 452
2022
Q3 		– Sell
-1,450,364
Closed -$54.8M – 611
2022
Q2 		$54.8M Buy
1,450,364
+433,119
+43% +$17.2M 0.19% 152
2022
Q1 		$38.6M Buy
+1,017,245
New +$38M 0.1% 265

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

Lord, Abbett & Co's SMPL Position: Q4 2025 in Review

Lord, Abbett & Co sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 239,018 shares — an estimated $5.93M sold.

Lord, Abbett & Co first reported a position in SMPL in Q1 2022 and held it in 6 quarters. The position peaked at $54.8M in Q2 2022. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Lord, Abbett & Co reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 239,018 Simply Good Foods shares in Q4 2025, an estimated $5.93M.
  • Lord, Abbett & Co first reported a position in Simply Good Foods in Q1 2022 and held it in 6 quarters.
  • Lord, Abbett & Co's Simply Good Foods position peaked at $54.8M in Q2 2022.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Lord, Abbett & Co's 13F filing for Q4 2025, filed 13 Feb 2026.