HGWM
SG icon

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 $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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 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 $12.5B AUM 54.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return