Gleason Group’s Sweetgreen SG Stock Holding History

Gleason Group’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
2023 Q4	–	Sell	-75	Closed	-$881	–	233
2023 Q3	$881	Hold	75	–	–	﹤0.01%	215
2023 Q2	$962	Hold	75	–	–	﹤0.01%	213
2023 Q1	$588	Hold	75	–	–	﹤0.01%	214
2022 Q4	$643	Hold	75	–	–	﹤0.01%	210
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	219
2022 Q2	$1K	Hold	75	–	–	﹤0.01%	239
2022 Q1	$2K	Buy	+75	New	+$2.18K	﹤0.01%	199

Other funds holding SG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $5.72T AUM 30.48% 1-Year Est. Return

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCM

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

Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gleason Group's SG Position: Q4 2023 in Review

Gleason Group sold out of Sweetgreen (SG) in Q4 2023, closing a stake of 75 shares — an estimated $881 sold.

Gleason Group first reported a position in SG in Q1 2022 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 174 funds tracked by Wall St. Rank hold SG as of Q4 2023.

Gleason Group reported no remaining Sweetgreen position as of Q4 2023 after selling out during the quarter.
Gleason Group sold 75 Sweetgreen shares in Q4 2023, an estimated $881.
Gleason Group first reported a position in Sweetgreen in Q1 2022 and held it in 7 quarters.
Gleason Group's Sweetgreen position peaked at $2K in Q1 2022.
174 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2023.

Based on Gleason Group's 13F filing for Q4 2023, filed 19 Jan 2024.