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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SJS Investment Consulting's SMPL Position: Q1 2026 in Review

SJS Investment Consulting opened a new position in Simply Good Foods (SMPL) in Q1 2026: 26 shares worth $374. The stake represents ﹤0.01% of the portfolio and ranks #1838 among its holdings. This is a return to the name: SJS Investment Consulting previously reported a position in SMPL as recently as Q2 2025.

SJS Investment Consulting first reported a position in SMPL in Q1 2022 and has held it in 14 quarters since. The position peaked at $911 in Q4 2023. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • SJS Investment Consulting held 26 shares of Simply Good Foods worth $374 as of Q1 2026.
  • Simply Good Foods was a new SJS Investment Consulting position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #1838 holding.
  • SJS Investment Consulting first reported a position in Simply Good Foods in Q1 2022 and has held it in 14 quarters since.
  • SJS Investment Consulting's Simply Good Foods position peaked at $911 in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.