CM
SG icon

Caption Management’s Sweetgreen SG Stock Holding History

Caption 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
2025
Q4 		– Sell
-96,693
Closed -$772K – 2320
2025
Q3 		$772K Buy
96,693
+66,693
+222% +$725K 0.04% 1186
2025
Q2 		$446K Buy
+30,000
New +$495K 0.04% 1139
2024
Q3 		– Hold
0
– – – 1815
2024
Q2 		– Hold
0
– – – 1739
2024
Q1 		– Hold
0
– – – 1919
2022
Q2 		– Sell
-1,700
Closed -$55K – 2016
2022
Q1 		$55K Buy
+1,700
New +$49.4K ﹤0.01% 1358

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return