Madison Investment Advisors’s Simply Good Foods SMPL Stock Holding History

Madison 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
2024 Q4	$7.2M	Buy	+184,809	New	+$6.77M	0.08%	148

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Madison Investment Advisors's SMPL Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Simply Good Foods (SMPL) in Q4 2024: 184,809 shares worth $7.2M. The stake represents 0.08% of the portfolio and ranks #148 among its holdings.

278 funds tracked by Wall St. Rank hold SMPL as of Q4 2024.

Madison Investment Advisors held 184,809 shares of Simply Good Foods worth $7.2M as of Q4 2024.
Simply Good Foods was a new Madison Investment Advisors position in Q4 2024.
Simply Good Foods made up 0.08% of Madison Investment Advisors's portfolio in Q4 2024, its #148 holding.
278 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.