AIM
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Allen Investment Management’s Sweetgreen SG Stock Holding History

Allen 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
Q2 		– Sell
-9,364
Closed -$234K – 204
2025
Q1 		$234K Hold
9,364
– – ﹤0.01% 190
2024
Q4 		$300K Buy
9,364
+2,378
+34% +$88.6K ﹤0.01% 185
2024
Q3 		$248K Hold
6,986
– – ﹤0.01% 204
2024
Q2 		$211K Buy
+6,986
New +$192K ﹤0.01% 212

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allen Investment Management's SG Position: Q2 2025 in Review

Allen Investment Management sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 9,364 shares — an estimated $234K sold.

Allen Investment Management first reported a position in SG in Q2 2024 and held it in 4 quarters. The position peaked at $300K in Q4 2024. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Allen Investment Management reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Allen Investment Management sold 9,364 Sweetgreen shares in Q2 2025, an estimated $234K.
  • Allen Investment Management first reported a position in Sweetgreen in Q2 2024 and held it in 4 quarters.
  • Allen Investment Management's Sweetgreen position peaked at $300K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Allen Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.