VHAM
SMPL icon

Van Hulzen Asset Management’s Simply Good Foods SMPL Stock Holding History

Van Hulzen 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
2026
Q1 		$282K Sell
19,629
-3,597
-15% -$62.1K 0.02% 300
2025
Q4 		$466K Sell
23,226
-49,736
-68% -$1.03M 0.03% 228
2025
Q3 		$1.81M Buy
72,962
+41,051
+129% +$1.21M 0.13% 112
2025
Q2 		$1.01M Sell
31,911
-4,975
-13% -$173K 0.08% 153
2025
Q1 		$1.27M Buy
36,886
+522
+1% +$18.9K 0.12% 134
2024
Q4 		$1.42M Buy
36,364
+2,808
+8% +$103K 0.1% 139
2024
Q3 		$1.17M Buy
33,556
+2,374
+8% +$80.4K 0.08% 151
2024
Q2 		$1.13M Buy
31,182
+2,208
+8% +$78.9K 0.08% 149
2024
Q1 		$986K Buy
28,974
+3,514
+14% +$130K 0.07% 168
2023
Q4 		$1.01M Buy
+25,460
New +$951K 0.07% 156

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