Bank of America
SG icon

Bank of America’s Sweetgreen SG Stock Holding History

Bank of America’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
2026
Q1 		$4.78M Sell
921,277
-873,551
-49% -$5.31M ﹤0.01% 3510
2025
Q4 		$12.1M Buy
1,794,828
+518,072
+41% +$3.56M ﹤0.01% 2703
2025
Q3 		$10.2M Buy
1,276,756
+270,514
+27% +$2.94M ﹤0.01% 3281
2025
Q2 		$15M Sell
1,006,242
-858,041
-46% -$14.1M ﹤0.01% 2845
2025
Q1 		$46.6M Buy
1,864,283
+981,126
+111% +$27.1M ﹤0.01% 1655
2024
Q4 		$28.3M Buy
883,157
+278,305
+46% +$10.4M ﹤0.01% 1990
2024
Q3 		$21.4M Buy
604,852
+213,788
+55% +$6.49M ﹤0.01% 2339
2024
Q2 		$11.8M Sell
391,064
-22,516
-5% -$617K ﹤0.01% 2783
2024
Q1 		$10.4M Buy
413,580
+264,131
+177% +$3.85M ﹤0.01% 2943
2023
Q4 		$1.69M Buy
149,449
+90,205
+152% +$949K ﹤0.01% 4562
2023
Q3 		$696K Buy
59,244
+31,149
+111% +$434K ﹤0.01% 5075
2023
Q2 		$360K Sell
28,095
-471,942
-94% -$4.37M ﹤0.01% 5482
2023
Q1 		$3.92M Buy
500,037
+425,350
+570% +$3.74M ﹤0.01% 3754
2022
Q4 		$640K Sell
74,687
-514,975
-87% -$7.51M ﹤0.01% 5188
2022
Q3 		$10.9M Buy
589,662
+418,612
+245% +$7.14M ﹤0.01% 2526
2022
Q2 		$1.99M Buy
171,050
+22,041
+15% +$465K ﹤0.01% 4309
2022
Q1 		$4.77M Buy
149,009
+98,172
+193% +$2.85M ﹤0.01% 3683
2021
Q4 		$1.63M Buy
+50,837
New +$1.72M ﹤0.01% 4768

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return