Mach-1 Financial Group’s Sweetgreen SG Stock Holding History

Mach-1 Financial Group’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
2024 Q1	–	Sell	-46,026	Closed	-$520K	–	191
2023 Q4	$520K	Buy	+46,026	New	+$484K	0.2%	98

Other funds holding SG

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mach-1 Financial Group's SG Position: Q1 2024 in Review

Mach-1 Financial Group sold out of Sweetgreen (SG) in Q1 2024, closing a stake of 46,026 shares — an estimated $520K sold.

Mach-1 Financial Group first reported a position in SG in Q4 2023 and held it in 1 quarter. The position peaked at $520K in Q4 2023. 195 funds tracked by Wall St. Rank hold SG as of Q1 2024.

Mach-1 Financial Group reported no remaining Sweetgreen position as of Q1 2024 after selling out during the quarter.
Mach-1 Financial Group sold 46,026 Sweetgreen shares in Q1 2024, an estimated $520K.
Mach-1 Financial Group first reported a position in Sweetgreen in Q4 2023 and held it in 1 quarter.
Mach-1 Financial Group's Sweetgreen position peaked at $520K in Q4 2023.
195 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2024.

Based on Mach-1 Financial Group's 13F filing for Q1 2024, filed 10 May 2024.