J. Goldman & Co’s Sweetgreen SG Stock Holding History

J. Goldman & Co’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	-7,235	Closed	-$256K	–	607
2024 Q3	$256K	Buy	+7,235	New	+$220K	0.01%	403

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

J. Goldman & Co's SG Position: Q4 2024 in Review

J. Goldman & Co sold out of Sweetgreen (SG) in Q4 2024, closing a stake of 7,235 shares — an estimated $256K sold.

J. Goldman & Co first reported a position in SG in Q3 2024 and held it in 1 quarter. The position peaked at $256K in Q3 2024. 293 funds tracked by Wall St. Rank hold SG as of Q4 2024.

J. Goldman & Co reported no remaining Sweetgreen position as of Q4 2024 after selling out during the quarter.
J. Goldman & Co sold 7,235 Sweetgreen shares in Q4 2024, an estimated $256K.
J. Goldman & Co first reported a position in Sweetgreen in Q3 2024 and held it in 1 quarter.
J. Goldman & Co's Sweetgreen position peaked at $256K in Q3 2024.
293 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.