Householder Group Estate & Retirement Specialist’s Sweetgreen SG Stock Holding History

Householder Group Estate & Retirement Specialist’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	-1,582	Closed	-$56K	–	1098
2024 Q3	$56K	Sell	1,582 -150	-9%	-$4.55K	0.02%	463
2024 Q2	$52K	Sell	1,732 -980	-36%	-$26.9K	0.01%	468
2024 Q1	$68.5K	Buy	2,712 +880	+48%	+$12.8K	0.02%	423
2023 Q4	$20K	Buy	1,832 +1,450	+380%	+$15.3K	0.01%	646
2023 Q3	$4.49K	Buy	+382	New	+$5.32K	﹤0.01%	960
2023 Q1	$3K	Buy	+382	New	+$3.36K	﹤0.01%	1049

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Sweetgreen (SG) in Q4 2024, closing a stake of 1,582 shares — an estimated $56K sold.

Householder Group Estate & Retirement Specialist first reported a position in SG in Q1 2023 and held it in 6 quarters. The position peaked at $68.5K in Q1 2024. 293 funds tracked by Wall St. Rank hold SG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Sweetgreen position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,582 Sweetgreen shares in Q4 2024, an estimated $56K.
Householder Group Estate & Retirement Specialist first reported a position in Sweetgreen in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Sweetgreen position peaked at $68.5K in Q1 2024.
293 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.