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New York Life Investment Management’s Sweetgreen SG Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-14,596
Closed -$369K – 1247
2024
Q1 		$369K Buy
+14,596
New +$213K ﹤0.01% 1010

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Investment Management's SG Position: Q2 2024 in Review

New York Life Investment Management sold out of Sweetgreen (SG) in Q2 2024, closing a stake of 14,596 shares — an estimated $369K sold.

New York Life Investment Management first reported a position in SG in Q1 2024 and held it in 1 quarter. The position peaked at $369K in Q1 2024. 238 funds tracked by Wall St. Rank hold SG as of Q2 2024.

  • New York Life Investment Management reported no remaining Sweetgreen position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 14,596 Sweetgreen shares in Q2 2024, an estimated $369K.
  • New York Life Investment Management first reported a position in Sweetgreen in Q1 2024 and held it in 1 quarter.
  • New York Life Investment Management's Sweetgreen position peaked at $369K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.