Eagle Bay Advisors’s Sweetgreen SG Stock Holding History

Eagle Bay Advisors’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	-200	Closed	-$6.41K	–	805
2024 Q4	$6.41K	Hold	200	–	–	﹤0.01%	647
2024 Q3	$7.09K	Hold	200	–	–	﹤0.01%	875
2024 Q2	$6.03K	Hold	200	–	–	﹤0.01%	665
2024 Q1	$5.05K	Hold	200	–	–	﹤0.01%	726
2023 Q4	$2.26K	Hold	200	–	–	﹤0.01%	729
2023 Q3	$2.35K	Hold	200	–	–	﹤0.01%	744
2023 Q2	$2.56K	Hold	200	–	–	﹤0.01%	737
2023 Q1	$1.57K	Hold	200	–	–	﹤0.01%	784
2022 Q4	$1.71K	Hold	200	–	–	﹤0.01%	782
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	708
2022 Q2	$2.33K	Buy	+200	New	+$4.22K	﹤0.01%	806
2022 Q1	–	Sell	-892	Closed	-$29K	–	848
2021 Q4	$29K	Buy	+892	New	+$30.2K	0.02%	496

Other funds holding SG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Eagle Bay Advisors's SG Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 200 shares — an estimated $6.41K sold.

Eagle Bay Advisors first reported a position in SG in Q4 2021 and held it in 12 quarters. The position peaked at $29K in Q4 2021. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

Eagle Bay Advisors reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 200 Sweetgreen shares in Q1 2025, an estimated $6.41K.
Eagle Bay Advisors first reported a position in Sweetgreen in Q4 2021 and held it in 12 quarters.
Eagle Bay Advisors's Sweetgreen position peaked at $29K in Q4 2021.
259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.