Wellington Management Group’s Simply Good Foods SMPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.3M | Sell |
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|
2025
Q2 | $169M | Buy |
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|
2025
Q1 | $145M | Buy |
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|
2024
Q4 | $138M | Buy |
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|
2024
Q3 | $99.8M | Sell |
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|
2024
Q2 | $104M | Buy |
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|
2024
Q1 | $32.1M | Buy |
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|
2023
Q4 | $4.88M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $69.4M | Buy |
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|
2022
Q4 | $60.6M | Buy |
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|
2022
Q3 | $37.2M | Sell |
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|
2022
Q2 | $66.3M | Sell |
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|
2022
Q1 | $69.8M | Sell |
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|
2021
Q4 | $85.9M | Sell |
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|
2021
Q3 | $76.4M | Sell |
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|
2021
Q2 | $84.3M | Sell |
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|
2021
Q1 | $83.9M | Sell |
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|
2020
Q4 | $104M | Sell |
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|
2020
Q3 | $85.1M | Buy |
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|
2020
Q2 | $54.5M | Buy |
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|
2020
Q1 | $37.3M | Buy |
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|
2019
Q4 | $2.04M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.1M | Sell |
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|
2018
Q2 | $5.5M | Sell |
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|
2018
Q1 | $95.4M | Sell |
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|
2017
Q4 | $102M | Buy |
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|
2017
Q3 | $78.3M | Buy |
|