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HighPoint Advisor Group’s Sweetgreen SG Stock Holding History

HighPoint Advisor 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
2024
Q4 		– Sell
-6,332
Closed -$241K – 736
2024
Q3 		$241K Buy
+6,332
New +$192K 0.01% 561

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighPoint Advisor Group's SG Position: Q4 2024 in Review

HighPoint Advisor Group sold out of Sweetgreen (SG) in Q4 2024, closing a stake of 6,332 shares — an estimated $241K sold.

HighPoint Advisor Group first reported a position in SG in Q3 2024 and held it in 1 quarter. The position peaked at $241K in Q3 2024. 293 funds tracked by Wall St. Rank hold SG as of Q4 2024.

  • HighPoint Advisor Group reported no remaining Sweetgreen position as of Q4 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 6,332 Sweetgreen shares in Q4 2024, an estimated $241K.
  • HighPoint Advisor Group first reported a position in Sweetgreen in Q3 2024 and held it in 1 quarter.
  • HighPoint Advisor Group's Sweetgreen position peaked at $241K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2024.

Based on HighPoint Advisor Group's 13F filing for Q4 2024, filed 12 Feb 2025.