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Northwest & Ethical Investments’s Sweetgreen SG Stock Holding History

Northwest & Ethical Investments’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
2025
Q3 		– Sell
-39,912
Closed -$594K – 543
2025
Q2 		$594K Buy
39,912
+1,870
+5% +$30.8K 0.01% 384
2025
Q1 		$952K Buy
+38,042
New +$1.05M 0.03% 333

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwest & Ethical Investments's SG Position: Q3 2025 in Review

Northwest & Ethical Investments sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 39,912 shares — an estimated $594K sold.

Northwest & Ethical Investments first reported a position in SG in Q1 2025 and held it in 2 quarters. The position peaked at $952K in Q1 2025. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

  • Northwest & Ethical Investments reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 39,912 Sweetgreen shares in Q3 2025, an estimated $594K.
  • Northwest & Ethical Investments first reported a position in Sweetgreen in Q1 2025 and held it in 2 quarters.
  • Northwest & Ethical Investments's Sweetgreen position peaked at $952K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on Northwest & Ethical Investments's 13F filing for Q3 2025, filed 12 Nov 2025.