DS
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Daniel Sundheim’s Sweetgreen SG Stock Holding History

Daniel Sundheim’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
Q2 		– Sell
-5,824,628
Closed -$186M – 28
2022
Q1 		$186M Sell
5,824,628
-325,000
-5% -$9.44M 2.19% 16
2021
Q4 		$197M Buy
+6,149,628
New +$208M 1.19% 25

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RM
Radcliff Management New York $197M AUM 46.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Daniel Sundheim's SG Position: Q2 2022 in Review

Daniel Sundheim sold out of Sweetgreen (SG) in Q2 2022, closing a stake of 5,824,628 shares — an estimated $186M sold.

Daniel Sundheim first reported a position in SG in Q4 2021 and held it in 2 quarters. The position peaked at $197M in Q4 2021. 135 funds tracked by Wall St. Rank hold SG as of Q2 2022.

  • Daniel Sundheim reported no remaining Sweetgreen position as of Q2 2022 after selling out during the quarter.
  • Daniel Sundheim sold 5,824,628 Sweetgreen shares in Q2 2022, an estimated $186M.
  • Daniel Sundheim first reported a position in Sweetgreen in Q4 2021 and held it in 2 quarters.
  • Daniel Sundheim's Sweetgreen position peaked at $197M in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2022.

Based on D1 Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.