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Legacy Capital Group California’s Sweetgreen SG Stock Holding History

Legacy Capital Group California’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
-31,865
Closed -$1.02M – 354
2024
Q4 		$1.02M Sell
31,865
-465
-1% -$17.3K 0.31% 69
2024
Q3 		$1.15M Buy
32,330
+96
+0.3% +$2.92K 0.38% 56
2024
Q2 		$972K Buy
+32,234
New +$884K 0.35% 71

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Capital Group California's SG Position: Q1 2025 in Review

Legacy Capital Group California sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 31,865 shares — an estimated $1.02M sold.

Legacy Capital Group California first reported a position in SG in Q2 2024 and held it in 3 quarters. The position peaked at $1.15M in Q3 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Legacy Capital Group California reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 31,865 Sweetgreen shares in Q1 2025, an estimated $1.02M.
  • Legacy Capital Group California first reported a position in Sweetgreen in Q2 2024 and held it in 3 quarters.
  • Legacy Capital Group California's Sweetgreen position peaked at $1.15M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.