Bartlett & Co’s Sweetgreen SG Stock Holding History

Bartlett & 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
2022 Q3	–	Sell	-133	Closed	-$2K	–	1246
2022 Q2	$2K	Buy	+133	New	+$2.81K	﹤0.01%	1185

Other funds holding SG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bartlett & Co's SG Position: Q3 2022 in Review

Bartlett & Co sold out of Sweetgreen (SG) in Q3 2022, closing a stake of 133 shares — an estimated $2K sold.

Bartlett & Co first reported a position in SG in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 125 funds tracked by Wall St. Rank hold SG as of Q3 2022.

Bartlett & Co reported no remaining Sweetgreen position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 133 Sweetgreen shares in Q3 2022, an estimated $2K.
Bartlett & Co first reported a position in Sweetgreen in Q2 2022 and held it in 1 quarter.
Bartlett & Co's Sweetgreen position peaked at $2K in Q2 2022.
125 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.