SJS Investment Consulting
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SJS Investment Consulting’s Simply Good Foods SMPL Stock Holding History

SJS Investment Consulting’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 		$11.8K Buy
1,240
+831
+203% +$9.13K ﹤0.01% 1250
2026
Q2 		$5.43K Buy
409
+383
+1,473% +$4.73K ﹤0.01% 1351
2026
Q1 		$374 Buy
+26
New +$449 ﹤0.01% 1838
2025
Q3 		– Sell
-8
Closed -$253 – 1690
2025
Q2 		$253 Sell
8
-5
-38% -$174 ﹤0.01% 1313
2025
Q1 		$449 Hold
13
– – ﹤0.01% 1284
2024
Q4 		$507 Sell
13
-4
-24% -$147 ﹤0.01% 1237
2024
Q3 		$592 Sell
17
-2
-11% -$68 ﹤0.01% 1263
2024
Q2 		$687 Hold
19
– – ﹤0.01% 1173
2024
Q1 		$647 Sell
19
-4
-17% -$147 ﹤0.01% 1203
2023
Q4 		$911 Buy
23
+7
+44% +$261 ﹤0.01% 993
2023
Q3 		$553 Hold
16
– – ﹤0.01% 1181
2023
Q2 		$586 Sell
16
-6
-27% -$221 ﹤0.01% 1106
2023
Q1 		$875 Buy
22
+1
+5% +$37 ﹤0.01% 944
2022
Q4 		$799 Buy
21
+9
+75% +$332 ﹤0.01% 1051
2022
Q3 		$0 Buy
+12
New +$394 ﹤0.01% 1509
2022
Q1 		$0 Buy
+3
New +$112 ﹤0.01% 1280

Other funds holding SMPL

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SJS Investment Consulting's SMPL Position: Q3 2026 in Review

SJS Investment Consulting increased its Simply Good Foods (SMPL) stake by 203% in Q3 2026, buying an estimated $9.13K and bringing the position to 1,240 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

SJS Investment Consulting first reported a position in SMPL in Q1 2022 and has held it in 16 quarters since. 182 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • SJS Investment Consulting held 1,240 shares of Simply Good Foods worth $11.8K as of Q3 2026.
  • SJS Investment Consulting bought 831 Simply Good Foods shares in Q3 2026, an estimated $9.13K.
  • Simply Good Foods made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #1250 holding.
  • SJS Investment Consulting first reported a position in Simply Good Foods in Q1 2022 and has held it in 16 quarters since.
  • 182 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.