Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Sweetgreen SG Stock Holding History

Capital Fund Management (CFM)’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 		$2.85M Sell
548,700
-665,800
-55% -$4.05M 0.01% 1187
2025
Q4 		$8.21M Buy
1,214,500
+482,900
+66% +$3.32M 0.02% 928
2025
Q3 		$5.84M Buy
731,600
+375,700
+106% +$4.08M 0.02% 1152
2025
Q2 		$5.3M Buy
355,900
+42,300
+13% +$697K 0.01% 1108
2025
Q1 		$7.85M Buy
313,600
+237,200
+310% +$6.55M 0.02% 796
2024
Q4 		$2.45M Buy
+76,400
New +$2.85M 0.01% 1403

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 $5.72T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B 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 $871B 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 $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Fund Management (CFM)'s SG Position: Q1 2024 in Review

Capital Fund Management (CFM) sold out of Sweetgreen (SG) in Q1 2024, closing a stake of 128,104 shares — an estimated $1.45M sold.

Capital Fund Management (CFM) first reported a position in SG in Q4 2023 and held it in 1 quarter. The position peaked at $1.45M in Q4 2023. 195 funds tracked by Wall St. Rank hold SG as of Q1 2024.

  • Capital Fund Management (CFM) reported no remaining Sweetgreen position as of Q1 2024 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 128,104 Sweetgreen shares in Q1 2024, an estimated $1.45M.
  • Capital Fund Management (CFM) first reported a position in Sweetgreen in Q4 2023 and held it in 1 quarter.
  • Capital Fund Management (CFM)'s Sweetgreen position peaked at $1.45M in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2024.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2024, filed 15 May 2024.