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

Wilson 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
Q1 		– Sell
-80,709
Closed -$3.07M – 31
2022
Q4 		$3.07M Hold
80,709
– – 0.93% 29
2022
Q3 		$2.58M Hold
80,709
– – 0.87% 28
2022
Q2 		$3.05M Hold
80,709
– – 0.91% 28
2022
Q1 		$3.06M Buy
+80,709
New +$3.01M 0.76% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wilson Asset Management's SMPL Position: Q1 2023 in Review

Wilson Asset Management sold out of Simply Good Foods (SMPL) in Q1 2023, closing a stake of 80,709 shares — an estimated $3.07M sold.

Wilson Asset Management first reported a position in SMPL in Q1 2022 and held it in 4 quarters. The position peaked at $3.07M in Q4 2022. 241 funds tracked by Wall St. Rank hold SMPL as of Q1 2023.

  • Wilson Asset Management reported no remaining Simply Good Foods position as of Q1 2023 after selling out during the quarter.
  • Wilson Asset Management sold 80,709 Simply Good Foods shares in Q1 2023, an estimated $3.07M.
  • Wilson Asset Management first reported a position in Simply Good Foods in Q1 2022 and held it in 4 quarters.
  • Wilson Asset Management's Simply Good Foods position peaked at $3.07M in Q4 2022.
  • 241 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2023.

Based on Wilson Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.