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Graham Capital Wealth Management’s Sweetgreen SG Stock Holding History

Graham Capital Wealth Management’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
Q2 		– Sell
-12,285
Closed -$310K – 50
2024
Q1 		$310K Hold
12,285
– – 0.53% 31
2023
Q4 		$139K Buy
+12,285
New +$129K 0.37% 34

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Graham Capital Wealth Management's SG Position: Q2 2024 in Review

Graham Capital Wealth Management sold out of Sweetgreen (SG) in Q2 2024, closing a stake of 12,285 shares — an estimated $310K sold.

Graham Capital Wealth Management first reported a position in SG in Q4 2023 and held it in 2 quarters. The position peaked at $310K in Q1 2024. 238 funds tracked by Wall St. Rank hold SG as of Q2 2024.

  • Graham Capital Wealth Management reported no remaining Sweetgreen position as of Q2 2024 after selling out during the quarter.
  • Graham Capital Wealth Management sold 12,285 Sweetgreen shares in Q2 2024, an estimated $310K.
  • Graham Capital Wealth Management first reported a position in Sweetgreen in Q4 2023 and held it in 2 quarters.
  • Graham Capital Wealth Management's Sweetgreen position peaked at $310K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2024.

Based on Graham Capital Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.