Massachusetts Financial Services
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Massachusetts Financial Services’s Sweetgreen SG Stock Holding History

Massachusetts Financial Services’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
Q2 		– Sell
-2,514,316
Closed -$62.9M – 928
2025
Q1 		$62.9M Buy
2,514,316
+874,942
+53% +$24.1M 0.02% 431
2024
Q4 		$52.6M Buy
+1,639,374
New +$61.1M 0.02% 461
2022
Q1 		– Sell
-153,672
Closed -$4.92M – 894
2021
Q4 		$4.92M Buy
+153,672
New +$5.2M ﹤0.01% 702

Other funds holding SG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services's SG Position: Q2 2025 in Review

Massachusetts Financial Services sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 2,514,316 shares — an estimated $62.9M sold.

Massachusetts Financial Services first reported a position in SG in Q4 2021 and held it in 3 quarters. The position peaked at $62.9M in Q1 2025. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

  • Massachusetts Financial Services reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 2,514,316 Sweetgreen shares in Q2 2025, an estimated $62.9M.
  • Massachusetts Financial Services first reported a position in Sweetgreen in Q4 2021 and held it in 3 quarters.
  • Massachusetts Financial Services's Sweetgreen position peaked at $62.9M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.