Franklin Resources

Franklin Resources’s Sweetgreen SG Stock Holding History

Franklin Resources’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	-10,344	Closed	-$154K	–	3236
2025 Q2	$154K	Sell	10,344 -361,412	-97%	-$5.96M	﹤0.01%	2799
2025 Q1	$9.3M	Buy	371,756 +188,343	+103%	+$5.2M	﹤0.01%	1127
2024 Q4	$5.88M	Buy	183,413 +72,339	+65%	+$2.69M	﹤0.01%	1277
2024 Q3	$4.37M	Buy	111,074 +103,664	+1,399%	+$3.15M	﹤0.01%	1404
2024 Q2	$223K	Sell	7,410 -30,862	-81%	-$846K	﹤0.01%	2537
2024 Q1	$967K	Sell	38,272 -786	-2%	-$11.4K	﹤0.01%	1972
2023 Q4	$441K	Hold	39,058	–	–	﹤0.01%	2004
2023 Q3	$459K	Hold	39,058	–	–	﹤0.01%	1962
2023 Q2	$501K	Buy	+39,058	New	+$361K	﹤0.01%	1973
2023 Q1	–	Sell	-2,761,845	Closed	-$23.7M	–	2382
2022 Q4	$23.7M	Sell	2,761,845 -418,661	-13%	-$6.1M	0.01%	728
2022 Q3	$58.8M	Sell	3,180,506 -96,599	-3%	-$1.65M	0.03%	479
2022 Q2	$38.2M	Buy	3,277,105 +2,773,404	+551%	+$58.5M	0.02%	623
2022 Q1	$16.1M	Sell	503,701 -17,650	-3%	-$513K	0.01%	907
2021 Q4	$16.7M	Buy	+521,351	New	+$17.6M	0.01%	935

Other funds holding SG

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B 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 $141B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return