Aigen Investment Management’s Sweetgreen SG Stock Holding History

Aigen Investment Management’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
2025 Q4	–	Sell	-114,984	Closed	-$918K	–	936
2025 Q3	$918K	Sell	114,984 -7,810	-6%	-$84.9K	0.14%	222
2025 Q2	$1.83M	Buy	+122,794	New	+$2.02M	0.25%	113
2024 Q3	–	Sell	-18,448	Closed	-$556K	–	981
2024 Q2	$556K	Buy	+18,448	New	+$506K	0.11%	273
2024 Q1	–	Sell	-49,641	Closed	-$561K	–	975
2023 Q4	$561K	Sell	49,641 -17,648	-26%	-$186K	0.1%	298
2023 Q3	$791K	Buy	+67,289	New	+$937K	0.15%	220
2023 Q2	–	Sell	-38,788	Closed	-$304K	–	943
2023 Q1	$304K	Buy	+38,788	New	+$341K	0.04%	425
2022 Q3	–	Sell	-87,744	Closed	-$1.02M	–	741
2022 Q2	$1.02M	Buy	+87,744	New	+$1.85M	0.17%	174

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aigen Investment Management's SG Position: Q4 2025 in Review

Aigen Investment Management sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 114,984 shares — an estimated $918K sold.

Aigen Investment Management first reported a position in SG in Q2 2022 and held it in 7 quarters. The position peaked at $1.83M in Q2 2025. 236 funds tracked by Wall St. Rank hold SG as of Q4 2025.

Aigen Investment Management reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 114,984 Sweetgreen shares in Q4 2025, an estimated $918K.
Aigen Investment Management first reported a position in Sweetgreen in Q2 2022 and held it in 7 quarters.
Aigen Investment Management's Sweetgreen position peaked at $1.83M in Q2 2025.
236 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.