Nicholas Investment Partners’s Sweetgreen SG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-162,019
Closed -$5.19M 231
2024
Q4
$5.19M Buy
162,019
+33,506
+26% +$1.25M 0.46% 77
2024
Q3
$4.56M Buy
128,513
+90,605
+239% +$2.75M 0.42% 90
2024
Q2
$1.14M Buy
+37,908
New +$1.04M 0.12% 162
2023
Q4
Sell
-460,646
Closed -$5.41M 208
2023
Q3
$5.41M Buy
+460,646
New +$6.41M 0.4% 66

Other funds holding SG

Nicholas Investment Partners's SG Position: Q1 2025 in Review

Nicholas Investment Partners sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 162,019 shares — an estimated $5.19M sold.

Nicholas Investment Partners first reported a position in SG in Q3 2023 and held it in 4 quarters. The position peaked at $5.41M in Q3 2023. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Nicholas Investment Partners reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Nicholas Investment Partners sold 162,019 Sweetgreen shares in Q1 2025, an estimated $5.19M.
  • Nicholas Investment Partners first reported a position in Sweetgreen in Q3 2023 and held it in 4 quarters.
  • Nicholas Investment Partners's Sweetgreen position peaked at $5.41M in Q3 2023.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Nicholas Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.