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Mather Group’s Simply Good Foods SMPL Stock Holding History

Mather Group’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
Q2 		– Sell
-256
Closed -$8.83K – 1550
2025
Q1 		$8.83K Hold
256
– – ﹤0.01% 1286
2024
Q4 		$9.98K Buy
+256
New +$9.38K ﹤0.01% 1247

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $13.1B AUM 24.63% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Mather Group's SMPL Position: Q2 2025 in Review

Mather Group sold out of Simply Good Foods (SMPL) in Q2 2025, closing a stake of 256 shares — an estimated $8.83K sold.

Mather Group first reported a position in SMPL in Q4 2024 and held it in 2 quarters. The position peaked at $9.98K in Q4 2024. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

  • Mather Group reported no remaining Simply Good Foods position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 256 Simply Good Foods shares in Q2 2025, an estimated $8.83K.
  • Mather Group first reported a position in Simply Good Foods in Q4 2024 and held it in 2 quarters.
  • Mather Group's Simply Good Foods position peaked at $9.98K in Q4 2024.
  • 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.