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Hillsdale Investment Management’s Sweetgreen SG Stock Holding History

Hillsdale Investment 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
2025
Q1 		– Sell
-50,164
Closed -$1.61M – 690
2024
Q4 		$1.61M Buy
50,164
+600
+1% +$22.4K 0.08% 219
2024
Q3 		$1.76M Hold
49,564
– – 0.14% 202
2024
Q2 		$1.49M Buy
+49,564
New +$1.36M 0.12% 204

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hillsdale Investment Management's SG Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 50,164 shares — an estimated $1.61M sold.

Hillsdale Investment Management first reported a position in SG in Q2 2024 and held it in 3 quarters. The position peaked at $1.76M in Q3 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Hillsdale Investment Management reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 50,164 Sweetgreen shares in Q1 2025, an estimated $1.61M.
  • Hillsdale Investment Management first reported a position in Sweetgreen in Q2 2024 and held it in 3 quarters.
  • Hillsdale Investment Management's Sweetgreen position peaked at $1.76M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.