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Column Capital Advisors’s Sweetgreen SG Stock Holding History

Column Capital Advisors’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
2023
Q3 		$2M Hold
170,475
– – 0.29% 39
2023
Q2 		$2.19M Hold
170,475
– – 0.31% 38
2023
Q1 		$1.34M Hold
170,475
– – 0.2% 46
2022
Q4 		$1.46M Buy
+170,475
New +$2.49M 0.24% 40

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
RM
Radcliff Management New York $197M AUM 46.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Column Capital Advisors's SG Position: Q3 2023 in Review

Column Capital Advisors held its Sweetgreen (SG) position steady in Q3 2023 at 170,475 shares worth $2M. The position accounts for 0.29% of the portfolio, ranked #39.

Column Capital Advisors first reported a position in SG in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.19M in Q2 2023. 152 funds tracked by Wall St. Rank hold SG as of Q3 2023.

  • Column Capital Advisors held 170,475 shares of Sweetgreen worth $2M as of Q3 2023.
  • Column Capital Advisors left its Sweetgreen share count unchanged in Q3 2023.
  • Sweetgreen made up 0.29% of Column Capital Advisors's portfolio in Q3 2023, its #39 holding.
  • Column Capital Advisors first reported a position in Sweetgreen in Q4 2022 and has held it in 4 quarters since.
  • Column Capital Advisors's Sweetgreen position peaked at $2.19M in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.