DZ Bank’s Sweetgreen SG Stock Holding History

DZ Bank’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 Q1	–	Sell	-17,721	Closed	-$568K	–	1023
2024 Q4	$568K	Sell	17,721 -2,539	-13%	-$94.6K	﹤0.01%	726
2024 Q3	$718K	Buy	20,260 +679	+3%	+$20.6K	﹤0.01%	711
2024 Q2	$590K	Buy	+19,581	New	+$537K	﹤0.01%	738

Other funds holding SG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DZ Bank's SG Position: Q1 2025 in Review

DZ Bank sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 17,721 shares — an estimated $568K sold.

DZ Bank first reported a position in SG in Q2 2024 and held it in 3 quarters. The position peaked at $718K in Q3 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

DZ Bank reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
DZ Bank sold 17,721 Sweetgreen shares in Q1 2025, an estimated $568K.
DZ Bank first reported a position in Sweetgreen in Q2 2024 and held it in 3 quarters.
DZ Bank's Sweetgreen position peaked at $718K in Q3 2024.
259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on DZ Bank's 13F filing for Q1 2025, filed 15 May 2025.