AAM
SG icon

Artha Asset Management’s Sweetgreen SG Stock Holding History

Artha Asset 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
2022
Q3 		$1.22M Buy
+66,000
New +$1.13M 1.35% 17
2022
Q1 		– Sell
-47,675
Closed -$1.53M – 33
2021
Q4 		$1.53M Buy
+47,675
New +$1.61M 1.86% 18

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Artha Asset Management's SG Position: Q3 2022 in Review

Artha Asset Management opened a new position in Sweetgreen (SG) in Q3 2022: 66,000 shares worth $1.22M. The stake represents 1.35% of the portfolio and ranks #17 among its holdings. This is a return to the name: Artha Asset Management previously reported a position in SG as recently as Q4 2021.

Artha Asset Management first reported a position in SG in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.53M in Q4 2021. 125 funds tracked by Wall St. Rank hold SG as of Q3 2022.

  • Artha Asset Management held 66,000 shares of Sweetgreen worth $1.22M as of Q3 2022.
  • Sweetgreen was a new Artha Asset Management position in Q3 2022.
  • Sweetgreen made up 1.35% of Artha Asset Management's portfolio in Q3 2022, its #17 holding.
  • Artha Asset Management first reported a position in Sweetgreen in Q4 2021 and has held it in 2 quarters since.
  • Artha Asset Management's Sweetgreen position peaked at $1.53M in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2022.

Based on Artha Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.