Invesco

Invesco’s Sweetgreen SG Stock Holding History

Invesco’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
2026 Q1	$931K	Buy	179,310 +44,799	+33%	+$272K	﹤0.01%	2895
2025 Q4	$909K	Buy	134,511 +25,921	+24%	+$178K	﹤0.01%	2949
2025 Q3	$867K	Sell	108,590 -488,165	-82%	-$5.31M	﹤0.01%	2996
2025 Q2	$8.88M	Sell	596,755 -4,727,817	-89%	-$77.9M	﹤0.01%	1853
2025 Q1	$133M	Sell	5,324,572 -191,651	-3%	-$5.29M	0.03%	721
2024 Q4	$177M	Buy	5,516,223 +1,601,666	+41%	+$59.7M	0.03%	670
2024 Q3	$139M	Buy	3,914,557 +400,666	+11%	+$12.2M	0.03%	711
2024 Q2	$106M	Buy	3,513,891 +819,469	+30%	+$22.5M	0.02%	756
2024 Q1	$68.1M	Buy	2,694,422 +650,263	+32%	+$9.47M	0.01%	909
2023 Q4	$23.1M	Buy	2,044,159 +369,368	+22%	+$3.89M	0.01%	1335
2023 Q3	$19.7M	Buy	1,674,791 +1,565,700	+1,435%	+$21.8M	0.01%	1345
2023 Q2	$1.4M	Buy	109,091 +966	+0.9%	+$8.94K	﹤0.01%	2758
2023 Q1	$848K	Buy	108,125 +73,951	+216%	+$651K	﹤0.01%	2976
2022 Q4	$293K	Sell	34,174 -700,574	-95%	-$10.2M	﹤0.01%	3512
2022 Q3	$13.6M	Buy	+734,748	New	+$12.5M	﹤0.01%	1592

Other funds holding SG

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Fidelity Investments

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