Mather Group’s Sweetgreen SG Stock Holding History

Mather 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
2025 Q2	–	Sell	-9	Closed	-$216	–	1523
2025 Q1	$216	Buy	9 +7	+350%	+$193	﹤0.01%	1725
2024 Q4	$64	Hold	2	–	–	﹤0.01%	1728
2024 Q3	$79	Buy	+2	New	+$61	﹤0.01%	1681

Other funds holding SG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group's SG Position: Q2 2025 in Review

Mather Group sold out of Sweetgreen (SG) in Q2 2025, closing a stake of 9 shares — an estimated $216 sold.

Mather Group first reported a position in SG in Q3 2024 and held it in 3 quarters. The position peaked at $216 in Q1 2025. 253 funds tracked by Wall St. Rank hold SG as of Q2 2025.

Mather Group reported no remaining Sweetgreen position as of Q2 2025 after selling out during the quarter.
Mather Group sold 9 Sweetgreen shares in Q2 2025, an estimated $216.
Mather Group first reported a position in Sweetgreen in Q3 2024 and held it in 3 quarters.
Mather Group's Sweetgreen position peaked at $216 in Q1 2025.
253 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.