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Partners Capital Investment Group’s Sweetgreen SG Stock Holding History

Partners Capital Investment Group’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
2023
Q4 		– Sell
-12,285
Closed -$144K – 282
2023
Q3 		$144K Hold
12,285
– – ﹤0.01% 237
2023
Q2 		$157K Buy
+12,285
New +$114K ﹤0.01% 216

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
RM
Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Partners Capital Investment Group's SG Position: Q4 2023 in Review

Partners Capital Investment Group sold out of Sweetgreen (SG) in Q4 2023, closing a stake of 12,285 shares — an estimated $144K sold.

Partners Capital Investment Group first reported a position in SG in Q2 2023 and held it in 2 quarters. The position peaked at $157K in Q2 2023. 174 funds tracked by Wall St. Rank hold SG as of Q4 2023.

  • Partners Capital Investment Group reported no remaining Sweetgreen position as of Q4 2023 after selling out during the quarter.
  • Partners Capital Investment Group sold 12,285 Sweetgreen shares in Q4 2023, an estimated $144K.
  • Partners Capital Investment Group first reported a position in Sweetgreen in Q2 2023 and held it in 2 quarters.
  • Partners Capital Investment Group's Sweetgreen position peaked at $157K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2023.

Based on Partners Capital Investment Group's 13F filing for Q4 2023, filed 12 Feb 2024.