Boston Financial Management’s Sweetgreen SG Stock Holding History

Boston Financial 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
2024 Q4	$307K	Buy	9,568 +6	+0.1%	+$224	0.01%	285
2024 Q3	$339K	Sell	9,562 -12,006	-56%	-$365K	0.01%	274
2024 Q2	$650K	Buy	21,568 +6	+0%	+$165	0.02%	221
2024 Q1	$545K	Sell	21,562 -3,500	-14%	-$51K	0.02%	240
2023 Q4	$283K	Sell	25,062 -1,500	-6%	-$15.8K	0.01%	287
2023 Q3	$312K	Hold	26,562	–	–	0.01%	264
2023 Q2	$341K	Hold	26,562	–	–	0.01%	267
2023 Q1	$208K	Hold	26,562	–	–	0.01%	300
2022 Q4	$228K	Buy	+26,562	New	+$387K	0.01%	299

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Financial Management's SG Position: Q4 2024 in Review

Boston Financial Management increased its Sweetgreen (SG) stake by 0.06% in Q4 2024, buying an estimated $224 and bringing the position to 9,568 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #285.

Boston Financial Management first reported a position in SG in Q4 2022 and has held it in 9 quarters since. The position peaked at $650K in Q2 2024. 293 funds tracked by Wall St. Rank hold SG as of Q4 2024.

Boston Financial Management held 9,568 shares of Sweetgreen worth $307K as of Q4 2024.
Boston Financial Management bought 6 Sweetgreen shares in Q4 2024, an estimated $224.
Sweetgreen made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #285 holding.
Boston Financial Management first reported a position in Sweetgreen in Q4 2022 and has held it in 9 quarters since.
Boston Financial Management's Sweetgreen position peaked at $650K in Q2 2024.
293 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.