Nicholas Investment Partners’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-162,019
| Closed | -$5.19M | – | 231 |
|
2024
Q4 | $5.19M | Buy |
162,019
+33,506
| +26% | +$1.07M | 0.46% | 77 |
|
2024
Q3 | $4.56M | Buy |
128,513
+90,605
| +239% | +$3.21M | 0.42% | 90 |
|
2024
Q2 | $1.14M | Buy |
+37,908
| New | +$1.14M | 0.12% | 162 |
|
2023
Q4 | – | Sell |
-460,646
| Closed | -$5.41M | – | 208 |
|
2023
Q3 | $5.41M | Buy |
+460,646
| New | +$5.41M | 0.4% | 66 |
|