Milestone Wealth’s Sweetgreen SG Stock Holding History

Milestone Wealth’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
2022 Q2	–	Sell	-522	Closed	-$17K	–	243
2022 Q1	$17K	Hold	522	–	–	0.01%	191
2021 Q4	$17K	Buy	+522	New	+$17.7K	0.01%	191

Other funds holding SG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

RGMC

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Radcliff Management New York $197M AUM 46.69% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Milestone Wealth's SG Position: Q2 2022 in Review

Milestone Wealth sold out of Sweetgreen (SG) in Q2 2022, closing a stake of 522 shares — an estimated $17K sold.

Milestone Wealth first reported a position in SG in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 135 funds tracked by Wall St. Rank hold SG as of Q2 2022.

Milestone Wealth reported no remaining Sweetgreen position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 522 Sweetgreen shares in Q2 2022, an estimated $17K.
Milestone Wealth first reported a position in Sweetgreen in Q4 2021 and held it in 2 quarters.
Milestone Wealth's Sweetgreen position peaked at $17K in Q1 2022.
135 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.