Arlington Trust’s Sweetgreen SG Stock Holding History

Arlington Trust’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
2024 Q1	–	Sell	-300	Closed	-$3.39K	–	824
2023 Q4	$3.39K	Buy	+300	New	+$3.16K	﹤0.01%	524

Other funds holding SG

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arlington Trust's SG Position: Q1 2024 in Review

Arlington Trust sold out of Sweetgreen (SG) in Q1 2024, closing a stake of 300 shares — an estimated $3.39K sold.

Arlington Trust first reported a position in SG in Q4 2023 and held it in 1 quarter. The position peaked at $3.39K in Q4 2023. 195 funds tracked by Wall St. Rank hold SG as of Q1 2024.

Arlington Trust reported no remaining Sweetgreen position as of Q1 2024 after selling out during the quarter.
Arlington Trust sold 300 Sweetgreen shares in Q1 2024, an estimated $3.39K.
Arlington Trust first reported a position in Sweetgreen in Q4 2023 and held it in 1 quarter.
Arlington Trust's Sweetgreen position peaked at $3.39K in Q4 2023.
195 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.