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B. Metzler seel. Sohn & Co’s Sweetgreen SG Stock Holding History

B. Metzler seel. Sohn & Co’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
2023
Q2 		– Sell
-10,300
Closed -$80.8K – 748
2023
Q1 		$80.8K Hold
10,300
– – ﹤0.01% 724
2022
Q4 		$88.3K Sell
10,300
-2,500
-20% -$36.4K ﹤0.01% 714
2022
Q3 		$237K Buy
12,800
+2,500
+24% +$42.6K ﹤0.01% 672
2022
Q2 		$120K Buy
10,300
+3,400
+49% +$71.7K ﹤0.01% 716
2022
Q1 		$221K Buy
+6,900
New +$200K ﹤0.01% 743

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RM
Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return

B. Metzler seel. Sohn & Co's SG Position: Q2 2023 in Review

B. Metzler seel. Sohn & Co sold out of Sweetgreen (SG) in Q2 2023, closing a stake of 10,300 shares — an estimated $80.8K sold.

B. Metzler seel. Sohn & Co first reported a position in SG in Q1 2022 and held it in 5 quarters. The position peaked at $237K in Q3 2022. 137 funds tracked by Wall St. Rank hold SG as of Q2 2023.

  • B. Metzler seel. Sohn & Co reported no remaining Sweetgreen position as of Q2 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 10,300 Sweetgreen shares in Q2 2023, an estimated $80.8K.
  • B. Metzler seel. Sohn & Co first reported a position in Sweetgreen in Q1 2022 and held it in 5 quarters.
  • B. Metzler seel. Sohn & Co's Sweetgreen position peaked at $237K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2023, filed 11 Aug 2023.