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Coppell Advisory Solutions’s Sweetgreen SG Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-7
Closed -$222 – 1578
2024
Q4 		$222 Buy
+7
New +$261 ﹤0.01% 1828
2023
Q4 		$22.7K Buy
+2,006
New +$21.1K ﹤0.01% 692

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Coppell Advisory Solutions's SG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 7 shares — an estimated $222 sold.

Coppell Advisory Solutions first reported a position in SG in Q4 2023 and held it in 2 quarters. The position peaked at $22.7K in Q4 2023. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7 Sweetgreen shares in Q1 2025, an estimated $222.
  • Coppell Advisory Solutions first reported a position in Sweetgreen in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Sweetgreen position peaked at $22.7K in Q4 2023.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.