FIA
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FNY Investment Advisers’s Sweetgreen SG Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-342
Closed -$2K – 1491
2025
Q3 		$2K Sell
342
-9
-3% -$98 ﹤0.01% 1073
2025
Q2 		$5K Buy
+351
New +$5.79K ﹤0.01% 748
2024
Q1 		– Sell
-150
Closed -$1K – 862
2023
Q4 		$1K Hold
150
– – ﹤0.01% 444
2023
Q3 		$1K Hold
150
– – ﹤0.01% 583
2023
Q2 		$1K Hold
150
– – ﹤0.01% 498
2023
Q1 		$1K Hold
150
– – ﹤0.01% 524
2022
Q4 		$1K Buy
+150
New +$2.19K ﹤0.01% 465
2022
Q3 		– Sell
-750
Closed -$8K – 874
2022
Q2 		$8K Buy
750
+720
+2,400% +$15.2K 0.01% 448
2022
Q1 		$0 Buy
30
+5
+20% +$145 ﹤0.01% 941
2021
Q4 		$0 Buy
+25
New +$846 ﹤0.01% 826

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 $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return