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Diversified Trust’s Sweetgreen SG Stock Holding History

Diversified Trust’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
Q3 		– Sell
-18,529
Closed -$276K – 1057
2025
Q2 		$276K Sell
18,529
-11,844
-39% -$195K 0.01% 777
2025
Q1 		$760K Buy
30,373
+3,247
+12% +$89.6K 0.02% 442
2024
Q4 		$870K Buy
27,126
+18,733
+223% +$698K 0.02% 409
2024
Q3 		$298K Buy
+8,393
New +$255K 0.01% 727

Other funds holding SG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Trust's SG Position: Q3 2025 in Review

Diversified Trust sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 18,529 shares — an estimated $276K sold.

Diversified Trust first reported a position in SG in Q3 2024 and held it in 4 quarters. The position peaked at $870K in Q4 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Diversified Trust reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 18,529 Sweetgreen shares in Q3 2025, an estimated $276K.
  • Diversified Trust first reported a position in Sweetgreen in Q3 2024 and held it in 4 quarters.
  • Diversified Trust's Sweetgreen position peaked at $870K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.