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Lindbrook Capital’s Sweetgreen SG Stock Holding History

Lindbrook Capital’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 		$1.88K Sell
75
-98
-57% -$2.71K ﹤0.01% 2306
2024
Q4 		$5.55K Hold
173
– – ﹤0.01% 1938
2024
Q3 		$6.13K Buy
173
+158
+1,053% +$4.8K ﹤0.01% 1926
2024
Q2 		$452 Buy
+15
New +$411 ﹤0.01% 2640

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 $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 $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 $315B AUM 27.84% 1-Year Est. Return

Lindbrook Capital's SG Position: Q1 2025 in Review

Lindbrook Capital reduced its Sweetgreen (SG) stake by 57% in Q1 2025, selling an estimated $2.71K and leaving 75 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Lindbrook Capital first reported a position in SG in Q2 2024 and has held it in 4 quarters since. The position peaked at $6.13K in Q3 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Lindbrook Capital held 75 shares of Sweetgreen worth $1.88K as of Q1 2025.
  • Lindbrook Capital sold 98 Sweetgreen shares in Q1 2025, an estimated $2.71K.
  • Sweetgreen made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2306 holding.
  • Lindbrook Capital first reported a position in Sweetgreen in Q2 2024 and has held it in 4 quarters since.
  • Lindbrook Capital's Sweetgreen position peaked at $6.13K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.