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Harvest Group Wealth Management’s Sweetgreen SG Stock Holding History

Harvest Group 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
2023
Q1 		$596 Buy
76
+14
+23% +$123 ﹤0.01% 164
2022
Q4 		$531 Hold
62
– – ﹤0.01% 168
2022
Q3 		$1K Buy
+62
New +$1.06K ﹤0.01% 157

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Harvest Group Wealth Management's SG Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Sweetgreen (SG) stake by 23% in Q1 2023, buying an estimated $123 and bringing the position to 76 shares worth $596. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Harvest Group Wealth Management first reported a position in SG in Q3 2022 and has held it in 3 quarters since. The position peaked at $1K in Q3 2022. 128 funds tracked by Wall St. Rank hold SG as of Q1 2023.

  • Harvest Group Wealth Management held 76 shares of Sweetgreen worth $596 as of Q1 2023.
  • Harvest Group Wealth Management bought 14 Sweetgreen shares in Q1 2023, an estimated $123.
  • Sweetgreen made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #164 holding.
  • Harvest Group Wealth Management first reported a position in Sweetgreen in Q3 2022 and has held it in 3 quarters since.
  • Harvest Group Wealth Management's Sweetgreen position peaked at $1K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.