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Occudo Quantitative Strategies’s Sweetgreen SG Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-32,808
Closed -$262K – 888
2025
Q3 		$262K Buy
+32,808
New +$357K 0.03% 521
2024
Q4 		– Sell
-10,295
Closed -$365K – 919
2024
Q3 		$365K Buy
+10,295
New +$313K 0.07% 376
2024
Q2 		– Sell
-10,294
Closed -$260K – 971
2024
Q1 		$260K Buy
+10,294
New +$150K 0.05% 508
2023
Q4 		– Sell
-55,711
Closed -$655K – 1152
2023
Q3 		$655K Buy
+55,711
New +$776K 0.08% 409
2023
Q1 		– Sell
-73,547
Closed -$630K – 1172
2022
Q4 		$630K Buy
+73,547
New +$1.07M 0.07% 428

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
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Occudo Quantitative Strategies's SG Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of Sweetgreen (SG) in Q4 2025, closing a stake of 32,808 shares — an estimated $262K sold.

Occudo Quantitative Strategies first reported a position in SG in Q4 2022 and held it in 5 quarters. The position peaked at $655K in Q3 2023. 234 funds tracked by Wall St. Rank hold SG as of Q4 2025.

  • Occudo Quantitative Strategies reported no remaining Sweetgreen position as of Q4 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 32,808 Sweetgreen shares in Q4 2025, an estimated $262K.
  • Occudo Quantitative Strategies first reported a position in Sweetgreen in Q4 2022 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Sweetgreen position peaked at $655K in Q3 2023.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.