Nebula Research & Development’s Simply Good Foods SMPL Stock Holding History

Nebula Research & Development’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	-55,377	Closed	-$1.75M	–	756
2025 Q2	$1.75M	Sell	55,377 -9,274	-14%	-$323K	0.15%	224
2025 Q1	$2.23M	Buy	64,651 +26,297	+69%	+$951K	0.21%	139
2024 Q4	$1.5M	Buy	38,354 +13,753	+56%	+$504K	0.18%	174
2024 Q3	$855K	Buy	24,601 +9,726	+65%	+$330K	0.1%	355
2024 Q2	$537K	Sell	14,875 -9,077	-38%	-$324K	0.09%	406
2024 Q1	$815K	Buy	+23,952	New	+$883K	0.18%	198

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

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

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

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

CIP

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Nebula Research & Development's SMPL Position: Q3 2025 in Review

Nebula Research & Development sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 55,377 shares — an estimated $1.75M sold.

Nebula Research & Development first reported a position in SMPL in Q1 2024 and held it in 6 quarters. The position peaked at $2.23M in Q1 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

Nebula Research & Development reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
Nebula Research & Development sold 55,377 Simply Good Foods shares in Q3 2025, an estimated $1.75M.
Nebula Research & Development first reported a position in Simply Good Foods in Q1 2024 and held it in 6 quarters.
Nebula Research & Development's Simply Good Foods position peaked at $2.23M in Q1 2025.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.