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EFG Asset Management’s Sweetgreen SG Stock Holding History

EFG Asset Management’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
-139,061
Closed -$2.07M – 178
2025
Q2 		$2.07M Buy
139,061
+21,734
+19% +$358K 0.29% 141
2025
Q1 		$2.94M Buy
117,327
+43,922
+60% +$1.21M 0.49% 77
2024
Q4 		$2.35M Buy
73,405
+27,400
+60% +$1.02M 0.32% 137
2024
Q3 		$1.63M Buy
46,005
+12,978
+39% +$394K 0.27% 157
2024
Q2 		$995K Buy
33,027
+15,666
+90% +$430K 0.17% 180
2024
Q1 		$438K Buy
+17,361
New +$253K 0.08% 189

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

EFG Asset Management's SG Position: Q3 2025 in Review

EFG Asset Management sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 139,061 shares — an estimated $2.07M sold.

EFG Asset Management first reported a position in SG in Q1 2024 and held it in 6 quarters. The position peaked at $2.94M in Q1 2025. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • EFG Asset Management reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • EFG Asset Management sold 139,061 Sweetgreen shares in Q3 2025, an estimated $2.07M.
  • EFG Asset Management first reported a position in Sweetgreen in Q1 2024 and held it in 6 quarters.
  • EFG Asset Management's Sweetgreen position peaked at $2.94M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.