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FourThought Financial’s Sweetgreen SG Stock Holding History

FourThought Financial’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
2022
Q3 		$27K Hold
1,460
– – ﹤0.01% 792
2022
Q2 		$17K Hold
1,460
– – ﹤0.01% 903
2022
Q1 		$47K Buy
1,460
+521
+55% +$15.1K 0.01% 683
2021
Q4 		$30K Buy
+939
New +$31.8K ﹤0.01% 826

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FourThought Financial's SG Position: Q3 2022 in Review

FourThought Financial held its Sweetgreen (SG) position steady in Q3 2022 at 1,460 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

FourThought Financial first reported a position in SG in Q4 2021 and has held it in 4 quarters since. The position peaked at $47K in Q1 2022. 125 funds tracked by Wall St. Rank hold SG as of Q3 2022.

  • FourThought Financial held 1,460 shares of Sweetgreen worth $27K as of Q3 2022.
  • FourThought Financial left its Sweetgreen share count unchanged in Q3 2022.
  • Sweetgreen made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #792 holding.
  • FourThought Financial first reported a position in Sweetgreen in Q4 2021 and has held it in 4 quarters since.
  • FourThought Financial's Sweetgreen position peaked at $47K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.