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Financial Freedom LLC’s Sweetgreen SG Stock Holding History

Financial Freedom LLC’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
2024
Q3 		– Sell
-48
Closed -$1.45K – 368
2024
Q2 		$1.45K Hold
48
– – ﹤0.01% 348
2024
Q1 		$1.21K Hold
48
– – ﹤0.01% 343
2023
Q4 		$542 Hold
48
– – ﹤0.01% 351
2023
Q3 		$564 Hold
48
– – ﹤0.01% 363
2023
Q2 		$615 Buy
+48
New +$444 ﹤0.01% 389

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Financial Freedom LLC's SG Position: Q3 2024 in Review

Financial Freedom LLC sold out of Sweetgreen (SG) in Q3 2024, closing a stake of 48 shares — an estimated $1.45K sold.

Financial Freedom LLC first reported a position in SG in Q2 2023 and held it in 5 quarters. The position peaked at $1.45K in Q2 2024. 273 funds tracked by Wall St. Rank hold SG as of Q3 2024.

  • Financial Freedom LLC reported no remaining Sweetgreen position as of Q3 2024 after selling out during the quarter.
  • Financial Freedom LLC sold 48 Sweetgreen shares in Q3 2024, an estimated $1.45K.
  • Financial Freedom LLC first reported a position in Sweetgreen in Q2 2023 and held it in 5 quarters.
  • Financial Freedom LLC's Sweetgreen position peaked at $1.45K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2024.

Based on Financial Freedom LLC's 13F filing for Q3 2024, filed 29 Oct 2024.