Covestor’s Sweetgreen SG Stock Holding History

Covestor’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	$3K	Buy	518 +514	+12,850%	+$3.13K	﹤0.01%	1920
2025 Q4	$0	Sell	4 -1	-20%	-$7	﹤0.01%	2706
2025 Q3	$0	Hold	5	–	–	﹤0.01%	2732
2025 Q2	$0	Hold	5	–	–	﹤0.01%	2703
2025 Q1	$0	Hold	5	–	–	﹤0.01%	2682
2024 Q4	$0	Sell	5 -2	-29%	-$75	﹤0.01%	2692
2024 Q3	$0	Hold	7	–	–	﹤0.01%	2706
2024 Q2	$0	Hold	7	–	–	﹤0.01%	2703
2024 Q1	$0	Sell	7 -1	-13%	-$15	﹤0.01%	2697
2023 Q4	$0	Hold	8	–	–	﹤0.01%	2680
2023 Q3	$0	Sell	8 -2	-20%	-$28	﹤0.01%	2671
2023 Q2	$0	Hold	10	–	–	﹤0.01%	2607
2023 Q1	$0	Hold	10	–	–	﹤0.01%	2536
2022 Q4	$0	Sell	10 -1	-9%	-$15	﹤0.01%	2555
2022 Q3	$0	Sell	11 -2	-15%	-$34	﹤0.01%	2538
2022 Q2	$0	Buy	+13	New	+$274	﹤0.01%	2335

Other funds holding SG

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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