Cerity Partners

Cerity Partners’s Sweetgreen SG Stock Holding History

Cerity Partners’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	$172K	Buy	33,227 +8,244	+33%	+$50.1K	﹤0.01%	2917
2025 Q4	$169K	Buy	24,983 +501	+2%	+$3.44K	﹤0.01%	2678
2025 Q3	$195K	Buy	24,482 +2,211	+10%	+$24K	﹤0.01%	2510
2025 Q2	$331K	Buy	22,271 +110	+0.5%	+$1.81K	﹤0.01%	2097
2025 Q1	$554K	Sell	22,161 -995	-4%	-$27.5K	﹤0.01%	1704
2024 Q4	$745K	Sell	23,156 -34,102	-60%	-$1.27M	﹤0.01%	1556
2024 Q3	$2.03M	Buy	57,258 +1,997	+4%	+$60.6K	﹤0.01%	1082
2024 Q2	$1.67M	Sell	55,261 -131	-0.2%	-$3.59K	﹤0.01%	990
2024 Q1	$1.4M	Buy	55,392 +357	+0.6%	+$5.2K	﹤0.01%	1125
2023 Q4	$622K	Buy	55,035 +102	+0.2%	+$1.07K	﹤0.01%	1185
2023 Q3	$645K	Sell	54,933 -100	-0.2%	-$1.39K	﹤0.01%	880
2023 Q2	$705K	Buy	55,033 +43,874	+393%	+$406K	﹤0.01%	1048
2023 Q1	$87.7K	Sell	11,159 -1	-0%	-$9	﹤0.01%	1780
2022 Q4	$96.3K	Buy	+11,160	New	+$163K	﹤0.01%	1411

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Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B 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 $134B AUM 35.51% 1-Year Est. Return

Fidelity Investments

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