Essex Investment Management’s Sweetgreen SG Stock Holding History

Essex Investment 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	-76,002	Closed	-$1.13M	–	322
2025 Q2	$1.13M	Sell	76,002 -521	-0.7%	-$8.59K	0.21%	137
2025 Q1	$1.91M	Sell	76,523 -614	-0.8%	-$16.9K	0.4%	110
2024 Q4	$2.47M	Sell	77,137 -35,510	-32%	-$1.32M	0.44%	103
2024 Q3	$3.99M	Buy	112,647 +314	+0.3%	+$9.54K	0.7%	50
2024 Q2	$3.39M	Sell	112,333 -5,522	-5%	-$151K	0.63%	49
2024 Q1	$2.98M	Sell	117,855 -28,442	-19%	-$414K	0.59%	59
2023 Q4	$1.65M	Sell	146,297 -2,593	-2%	-$27.3K	0.33%	117
2023 Q3	$1.75M	Buy	+148,890	New	+$2.07M	0.29%	119

Other funds holding SG

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's SG Position: Q3 2025 in Review

Essex Investment Management sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 76,002 shares — an estimated $1.13M sold.

Essex Investment Management first reported a position in SG in Q3 2023 and held it in 8 quarters. The position peaked at $3.99M in Q3 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

Essex Investment Management reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
Essex Investment Management sold 76,002 Sweetgreen shares in Q3 2025, an estimated $1.13M.
Essex Investment Management first reported a position in Sweetgreen in Q3 2023 and held it in 8 quarters.
Essex Investment Management's Sweetgreen position peaked at $3.99M in Q3 2024.
238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Essex Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.