CMF
SG icon

Counterpoint Mutual Funds’s Sweetgreen SG Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-74,476
Closed -$503K – 471
2025
Q4 		$503K Buy
+74,476
New +$512K 0.04% 134
2024
Q2 		– Sell
-11,323
Closed -$286K – 282
2024
Q1 		$286K Buy
+11,323
New +$165K 0.07% 82

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Counterpoint Mutual Funds's SG Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Sweetgreen (SG) in Q1 2026, closing a stake of 74,476 shares — an estimated $503K sold.

Counterpoint Mutual Funds first reported a position in SG in Q1 2024 and held it in 2 quarters. The position peaked at $503K in Q4 2025. 230 funds tracked by Wall St. Rank hold SG as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Sweetgreen position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 74,476 Sweetgreen shares in Q1 2026, an estimated $503K.
  • Counterpoint Mutual Funds first reported a position in Sweetgreen in Q1 2024 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Sweetgreen position peaked at $503K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.