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Scopus Asset Management’s Simply Good Foods SMPL Stock Holding History

Scopus Asset Management’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
2023
Q3 		– Sell
-300,000
Closed -$11M – 252
2023
Q2 		$11M Buy
+300,000
New +$11M 0.31% 114

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $12.2B AUM 12.45% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Scopus Asset Management's SMPL Position: Q3 2025 in Review

Scopus Asset Management sold out of Simply Good Foods (SMPL) in Q3 2025, closing a stake of 459,686 shares — an estimated $14.5M sold.

Scopus Asset Management first reported a position in SMPL in Q2 2020 and held it in 16 quarters. The position peaked at $72.2M in Q1 2021. 300 funds tracked by Wall St. Rank hold SMPL as of Q3 2025.

  • Scopus Asset Management reported no remaining Simply Good Foods position as of Q3 2025 after selling out during the quarter.
  • Scopus Asset Management sold 459,686 Simply Good Foods shares in Q3 2025, an estimated $14.5M.
  • Scopus Asset Management first reported a position in Simply Good Foods in Q2 2020 and held it in 16 quarters.
  • Scopus Asset Management's Simply Good Foods position peaked at $72.2M in Q1 2021.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2025.

Based on Scopus Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.