RIL
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Rothschild Investment LLC’s Sweetgreen SG Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$1.65K Buy
318
+215
+209% +$1.31K ﹤0.01% 2644
2025
Q4 		$696 Buy
103
+58
+129% +$399 ﹤0.01% 2810
2025
Q3 		$359 Sell
45
-145
-76% -$1.58K ﹤0.01% 2901
2025
Q2 		$2.83K Buy
190
+15
+9% +$247 ﹤0.01% 1827
2025
Q1 		$4.38K Buy
175
+65
+59% +$1.79K ﹤0.01% 1504
2024
Q4 		$3.53K Buy
110
+10
+10% +$373 ﹤0.01% 1488
2024
Q3 		$3.54K Buy
100
+70
+233% +$2.13K ﹤0.01% 1423
2024
Q2 		$904 Buy
30
+20
+200% +$548 ﹤0.01% 1711
2024
Q1 		$253 Sell
10
-390
-98% -$5.68K ﹤0.01% 1643
2023
Q4 		$4.52K Buy
+400
New +$4.21K ﹤0.01% 1097

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return