Addison Advisors’s Sweetgreen SG Stock Holding History

Addison Advisors’s Portfolio SG Stock Details SG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08K	Hold	400	–	–	﹤0.01%	828
2025 Q4	$2.7K	Hold	400	–	–	﹤0.01%	764
2025 Q3	$3.19K	Hold	400	–	–	﹤0.01%	746
2025 Q2	$5.95K	Hold	400	–	–	﹤0.01%	687
2025 Q1	$10K	Hold	400	–	–	﹤0.01%	582
2024 Q4	$12.8K	Hold	400	–	–	﹤0.01%	556
2024 Q3	$14.2K	Hold	400	–	–	﹤0.01%	553
2024 Q2	$12.1K	Hold	400	–	–	﹤0.01%	540
2024 Q1	$10.1K	Hold	400	–	–	﹤0.01%	520
2023 Q4	$4.52K	Hold	400	–	–	﹤0.01%	578
2023 Q3	$4.7K	Hold	400	–	–	﹤0.01%	546
2023 Q2	$5.13K	Hold	400	–	–	﹤0.01%	533
2023 Q1	$3.14K	Hold	400	–	–	﹤0.01%	535
2022 Q4	$3.43K	Hold	400	–	–	﹤0.01%	528
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	474
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	508
2022 Q1	$13K	Buy	+400	New	+$11.6K	0.01%	449

Other funds holding SG

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return