Simplex Trading
SG icon

Simplex Trading’s Sweetgreen SG Stock Holding History

Simplex Trading’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 		$944K Buy
181,916
+81,753
+82% +$497K 0.03% 2557
2025
Q4 		$677K Buy
100,163
+9,386
+10% +$64.5K 0.02% 3004
2025
Q3 		$724K Buy
90,777
+16,138
+22% +$175K 0.02% 3380
2025
Q2 		$1.11M Buy
74,639
+69,547
+1,366% +$1.15M 0.03% 2673
2025
Q1 		$127K Buy
+5,092
New +$141K ﹤0.01% 4810
2024
Q4 		– Hold
0
– – – 10381
2024
Q3 		– Sell
-5,469
Closed -$166K – 10358
2024
Q2 		$164K Sell
5,469
-32,119
-85% -$881K 0.01% 4844
2024
Q1 		$949K Buy
37,588
+35,500
+1,700% +$517K 0.03% 3176
2023
Q4 		$23K Sell
2,088
-289
-12% -$3.04K ﹤0.01% 6813
2023
Q3 		$27K Buy
+2,377
New +$33.1K ﹤0.01% 6362
2023
Q2 		– Sell
-52,861
Closed -$489K – 10815
2023
Q1 		$414K Buy
52,861
+35,127
+198% +$309K 0.02% 3463
2022
Q4 		$151K Buy
17,734
+13,583
+327% +$198K 0.01% 4580
2022
Q3 		$76K Sell
4,151
-19,120
-82% -$326K ﹤0.01% 5890
2022
Q2 		$271K Buy
23,271
+9,609
+70% +$203K 0.01% 4228
2022
Q1 		$437K Buy
13,662
+13,062
+2,177% +$379K 0.01% 4005
2021
Q4 		$19K Buy
+600
New +$20.3K ﹤0.01% 8425

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