JG
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Joel Greenblatt’s Sweetgreen SG Stock Holding History

Joel Greenblatt’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
-12,845
Closed -$412K – 1647
2024
Q4 		$412K Sell
12,845
-49,239
-79% -$1.83M ﹤0.01% 1184
2024
Q3 		$2.2M Buy
62,084
+15,333
+33% +$466K 0.02% 701
2024
Q2 		$1.41M Buy
46,751
+32,352
+225% +$887K 0.02% 784
2024
Q1 		$364K Buy
+14,399
New +$210K 0.01% 1145

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Joel Greenblatt's SG Position: Q1 2025 in Review

Joel Greenblatt sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 12,845 shares — an estimated $412K sold.

Joel Greenblatt first reported a position in SG in Q1 2024 and held it in 4 quarters. The position peaked at $2.2M in Q3 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Joel Greenblatt reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Joel Greenblatt sold 12,845 Sweetgreen shares in Q1 2025, an estimated $412K.
  • Joel Greenblatt first reported a position in Sweetgreen in Q1 2024 and held it in 4 quarters.
  • Joel Greenblatt's Sweetgreen position peaked at $2.2M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Gotham Asset Management's 13F filing for Q1 2025, filed 15 May 2025.