MBM Wealth Consultants’s Sweetgreen SG Stock Holding History

MBM Wealth Consultants’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
2023 Q2	–	Sell	-160	Closed	-$1K	–	238
2023 Q1	$1K	Hold	160	–	–	﹤0.01%	269
2022 Q4	$1K	Hold	160	–	–	﹤0.01%	335
2022 Q3	$3K	Hold	160	–	–	﹤0.01%	245
2022 Q2	$2K	Hold	160	–	–	﹤0.01%	254
2022 Q1	$5K	Hold	160	–	–	﹤0.01%	264
2021 Q4	$5K	Buy	+160	New	+$5.42K	﹤0.01%	253

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

ACG

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

RGMC

Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

MBM Wealth Consultants's SG Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Sweetgreen (SG) in Q2 2023, closing a stake of 160 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in SG in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 137 funds tracked by Wall St. Rank hold SG as of Q2 2023.

MBM Wealth Consultants reported no remaining Sweetgreen position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 160 Sweetgreen shares in Q2 2023, an estimated $1K.
MBM Wealth Consultants first reported a position in Sweetgreen in Q4 2021 and held it in 6 quarters.
MBM Wealth Consultants's Sweetgreen position peaked at $5K in Q1 2022.
137 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.