New Age Alpha Advisors’s Simply Good Foods SMPL Stock Holding History

New Age Alpha 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
2026 Q3	$281K	Sell	29,628 -1,430	-5%	-$15.7K	0.01%	711
2026 Q2	$412K	Sell	31,058 -135,979	-81%	-$1.68M	0.02%	650
2026 Q1	$2.4M	Sell	167,037 -6,377	-4%	-$110K	0.11%	268
2025 Q4	$3.48M	Buy	173,414 +166,515	+2,414%	+$3.47M	0.15%	185
2025 Q3	$171K	Sell	6,899 -2,935	-30%	-$86.7K	0.01%	667
2025 Q2	$311K	Buy	9,834 +2,730	+38%	+$95K	0.01%	546
2025 Q1	$245K	Buy	+7,104	New	+$257K	0.01%	610

Other funds holding SMPL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

New Age Alpha Advisors's SMPL Position: Q3 2026 in Review

New Age Alpha Advisors reduced its Simply Good Foods (SMPL) stake by 4.6% in Q3 2026, selling an estimated $15.7K and leaving 29,628 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #711.

New Age Alpha Advisors first reported a position in SMPL in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.48M in Q4 2025. 151 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

New Age Alpha Advisors held 29,628 shares of Simply Good Foods worth $281K as of Q3 2026.
New Age Alpha Advisors sold 1,430 Simply Good Foods shares in Q3 2026, an estimated $15.7K.
Simply Good Foods made up 0.01% of New Age Alpha Advisors's portfolio in Q3 2026, its #711 holding.
New Age Alpha Advisors first reported a position in Simply Good Foods in Q1 2025 and has held it in 7 quarters since.
New Age Alpha Advisors's Simply Good Foods position peaked at $3.48M in Q4 2025.
151 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.