T
SG icon

TCWP’s Sweetgreen SG Stock Holding History

TCWP’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
2022
Q2 		– Sell
-25
Closed – – 1473
2022
Q1 		$0 Buy
+25
New +$726 ﹤0.01% 1888

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGMC
Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RM
Radcliff Management New York $220M AUM 22.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCWP's SG Position: Q2 2022 in Review

TCWP sold out of Sweetgreen (SG) in Q2 2022, closing a stake of 25 shares.

TCWP first reported a position in SG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 135 funds tracked by Wall St. Rank hold SG as of Q2 2022.

  • TCWP reported no remaining Sweetgreen position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 25 Sweetgreen shares in Q2 2022.
  • TCWP first reported a position in Sweetgreen in Q1 2022 and held it in 1 quarter.
  • TCWP's Sweetgreen position peaked at $0 in Q1 2022.
  • 135 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.