Kore Private Wealth’s Sweetgreen SG Stock Holding History

Kore Private Wealth’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
2022 Q3	–	Sell	-14,426	Closed	-$168K	–	311
2022 Q2	$168K	Buy	+14,426	New	+$304K	0.03%	281

Other funds holding SG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

RGMC

Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kore Private Wealth's SG Position: Q3 2022 in Review

Kore Private Wealth sold out of Sweetgreen (SG) in Q3 2022, closing a stake of 14,426 shares — an estimated $168K sold.

Kore Private Wealth first reported a position in SG in Q2 2022 and held it in 1 quarter. The position peaked at $168K in Q2 2022. 125 funds tracked by Wall St. Rank hold SG as of Q3 2022.

Kore Private Wealth reported no remaining Sweetgreen position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 14,426 Sweetgreen shares in Q3 2022, an estimated $168K.
Kore Private Wealth first reported a position in Sweetgreen in Q2 2022 and held it in 1 quarter.
Kore Private Wealth's Sweetgreen position peaked at $168K in Q2 2022.
125 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.