Cornerstone Advisory’s Sweetgreen SG Stock Holding History

Cornerstone Advisory’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 Q1	–	Sell	-300	Closed	-$10K	–	674
2021 Q4	$10K	Buy	+300	New	+$10.2K	﹤0.01%	609

Other funds holding SG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RGMC

Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cornerstone Advisory's SG Position: Q1 2022 in Review

Cornerstone Advisory sold out of Sweetgreen (SG) in Q1 2022, closing a stake of 300 shares — an estimated $10K sold.

Cornerstone Advisory first reported a position in SG in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 115 funds tracked by Wall St. Rank hold SG as of Q1 2022.

Cornerstone Advisory reported no remaining Sweetgreen position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 300 Sweetgreen shares in Q1 2022, an estimated $10K.
Cornerstone Advisory first reported a position in Sweetgreen in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Sweetgreen position peaked at $10K in Q4 2021.
115 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.