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Belpointe Asset Management’s Sweetgreen SG Stock Holding History

Belpointe 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
2023
Q1 		– Sell
-101
Closed -$866 – 3841
2022
Q4 		$866 Buy
+101
New +$1.47K ﹤0.01% 3469

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Belpointe Asset Management's SG Position: Q1 2023 in Review

Belpointe Asset Management sold out of Sweetgreen (SG) in Q1 2023, closing a stake of 101 shares — an estimated $866 sold.

Belpointe Asset Management first reported a position in SG in Q4 2022 and held it in 1 quarter. The position peaked at $866 in Q4 2022. 128 funds tracked by Wall St. Rank hold SG as of Q1 2023.

  • Belpointe Asset Management reported no remaining Sweetgreen position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 101 Sweetgreen shares in Q1 2023, an estimated $866.
  • Belpointe Asset Management first reported a position in Sweetgreen in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Sweetgreen position peaked at $866 in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.