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Liberty One Investment Management’s Sweetgreen SG Stock Holding History

Liberty One Investment Management’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
Q3 		– Sell
-27,168
Closed -$404K – 154
2025
Q2 		$404K Buy
27,168
+9,148
+51% +$151K 0.04% 120
2025
Q1 		$451K Sell
18,020
-140
-0.8% -$3.86K 0.05% 118
2024
Q4 		$582K Buy
+18,160
New +$676K 0.06% 117

Other funds holding SG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Liberty One Investment Management's SG Position: Q3 2025 in Review

Liberty One Investment Management sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 27,168 shares — an estimated $404K sold.

Liberty One Investment Management first reported a position in SG in Q4 2024 and held it in 3 quarters. The position peaked at $582K in Q4 2024. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Liberty One Investment Management reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 27,168 Sweetgreen shares in Q3 2025, an estimated $404K.
  • Liberty One Investment Management first reported a position in Sweetgreen in Q4 2024 and held it in 3 quarters.
  • Liberty One Investment Management's Sweetgreen position peaked at $582K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Liberty One Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.