Schwartz Value Focused Fund SMPL Holdings History
Schwartz Value Focused Fund's The Simply Good Foods Co Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 55,470.00 shares of The Simply Good Foods Co(SMPL), totaling $1.91 Mil. This investment constitutes 2.59% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.05% of the outstanding The Simply Good Foods Co(SMPL) stock.
The initial trade took place in 2025Q1. And since then Schwartz Value Focused Fund has made 1 purchases of SMPL, at an average price of $36.18, for a total of 55,470.00 shares. Based on historical transaction data and SMPL's current price of $32.73, Schwartz Value Focused Fund's estimated gain on his SMPL holdings is $-191,371.50, reflecting a -9.54% gain to date.
Schwartz Value Focused Fund SMPL ($32.73) Holding Chart
Schwartz Value Focused Fund SMPL ($32.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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