HighTower Advisors
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HighTower Advisors’s Sweetgreen SG Stock Holding History

HighTower Advisors’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
-31,000
Closed -$36.4K – 3886
2024
Q1 		$36.4K Buy
+31,000
New +$451K ﹤0.01% 3294
2022
Q4 		– Sell
-20
Closed -$2K – 3492
2022
Q3 		$2K Buy
+20
New +$341 ﹤0.01% 3103

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

HighTower Advisors's SG Position: Q2 2024 in Review

HighTower Advisors sold out of Sweetgreen (SG) in Q2 2024, closing a stake of 15,794 shares — an estimated $398K sold.

HighTower Advisors first reported a position in SG in Q2 2022 and held it in 8 quarters. The position peaked at $398K in Q1 2024. 238 funds tracked by Wall St. Rank hold SG as of Q2 2024.

  • HighTower Advisors reported no remaining Sweetgreen position as of Q2 2024 after selling out during the quarter.
  • HighTower Advisors sold 15,794 Sweetgreen shares in Q2 2024, an estimated $398K.
  • HighTower Advisors first reported a position in Sweetgreen in Q2 2022 and held it in 8 quarters.
  • HighTower Advisors's Sweetgreen position peaked at $398K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.