IF
SG icon

Integrity Financial’s Sweetgreen SG Stock Holding History

Integrity Financial’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
Q3 		– Sell
-13,787
Closed -$416K – 229
2024
Q2 		$416K Hold
13,787
– – 0.26% 73
2024
Q1 		$348K Hold
13,787
– – 0.24% 79
2023
Q4 		$156K Hold
13,787
– – 0.11% 110
2023
Q3 		$162K Hold
13,787
– – 0.12% 106
2023
Q2 		$177K Hold
13,787
– – 0.13% 99
2023
Q1 		$108K Hold
13,787
– – 0.09% 121
2022
Q4 		$118K Hold
13,787
– – 0.11% 108
2022
Q3 		$255K Buy
+13,787
New +$235K 0.27% 71

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Integrity Financial's SG Position: Q3 2024 in Review

Integrity Financial sold out of Sweetgreen (SG) in Q3 2024, closing a stake of 13,787 shares — an estimated $416K sold.

Integrity Financial first reported a position in SG in Q3 2022 and held it in 8 quarters. The position peaked at $416K in Q2 2024. 273 funds tracked by Wall St. Rank hold SG as of Q3 2024.

  • Integrity Financial reported no remaining Sweetgreen position as of Q3 2024 after selling out during the quarter.
  • Integrity Financial sold 13,787 Sweetgreen shares in Q3 2024, an estimated $416K.
  • Integrity Financial first reported a position in Sweetgreen in Q3 2022 and held it in 8 quarters.
  • Integrity Financial's Sweetgreen position peaked at $416K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2024.

Based on Integrity Financial's 13F filing for Q3 2024, filed 21 Oct 2024.