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Cerity Partners OCIO’s Sweetgreen SG Stock Holding History

Cerity Partners OCIO’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
Q4 		$369K Hold
43,053
– – 0.01% 345
2022
Q3 		$796K Hold
43,053
– – 0.03% 265
2022
Q2 		$502K Buy
+43,053
New +$908K 0.02% 303

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cerity Partners OCIO's SG Position: Q4 2022 in Review

Cerity Partners OCIO held its Sweetgreen (SG) position steady in Q4 2022 at 43,053 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #345.

Cerity Partners OCIO first reported a position in SG in Q2 2022 and has held it in 3 quarters since. The position peaked at $796K in Q3 2022. 147 funds tracked by Wall St. Rank hold SG as of Q4 2022.

  • Cerity Partners OCIO held 43,053 shares of Sweetgreen worth $369K as of Q4 2022.
  • Cerity Partners OCIO left its Sweetgreen share count unchanged in Q4 2022.
  • Sweetgreen made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #345 holding.
  • Cerity Partners OCIO first reported a position in Sweetgreen in Q2 2022 and has held it in 3 quarters since.
  • Cerity Partners OCIO's Sweetgreen position peaked at $796K in Q3 2022.
  • 147 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.