| Quarter | Score |
|---|---|
| 2022-Q1 | 49.3 |
| 2022-Q3 | 40.8 |
| 2022-Q4 | 50.0 |
| 2023-Q2 | 41.6 |
| 2023-Q3 | 49.4 |
| 2023-Q4 | 65.5 |
| 2024-Q1 | 70.3 |
| 2024-Q2 | 56.4 |
| 2024-Q3 | 57.4 |
| 2024-Q4 | 57.6 |
| 2025-Q1 | 58.7 |
| 2025-Q2 | 37.6 |
| 2025-Q3 | 37.5 |
| 2025-Q4 | 61.7 |
| 2026-Q1 | 71.1 |
| 2026-Q2 | 58.7 |
Funds reducing exposure or consensus momentum fading
Trading 27.8% below funds' estimated purchase price
2 of 18 tracked funds hold SMPL. Avg conviction: 0.1%. Net adding. First tracked at $13.82 (current -27.8% vs tracked).
Oaktree Capital has 0.2% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Oaktree Capital | 0.2% | Add |
| Citadel Advisors | 0.0% | New Buy |