Mount Yale Investment Advisors’s Simply Good Foods SMPL Stock Holding History

Mount Yale 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
2025 Q3	–	Sell	-3,436	Closed	-$109K	–	1465
2025 Q2	$109K	Buy	+3,436	New	+$120K	0.01%	639
2020 Q4	–	Sell	-9,414	Closed	-$208K	–	419
2020 Q3	$208K	Buy	+9,414	New	+$219K	0.03%	327

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mount Yale Investment Advisors's SMPL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 3,436 shares — an estimated $109K sold.

Mount Yale Investment Advisors first reported a position in SMPL in Q3 2020 and held it in 2 quarters. The position peaked at $208K in Q3 2020. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,436 Simply Good Foods shares in Q3 2025, an estimated $109K.
Mount Yale Investment Advisors first reported a position in Simply Good Foods in Q3 2020 and held it in 2 quarters.
Mount Yale Investment Advisors's Simply Good Foods position peaked at $208K in Q3 2020.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.