Truist Financial
SG icon

Truist Financial’s Sweetgreen SG Stock Holding History

Truist Financial’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
Q1 		– Sell
-10,705
Closed -$91.7K – 2664
2022
Q4 		$91.7K Sell
10,705
-1,194
-10% -$17.4K ﹤0.01% 2489
2022
Q3 		$221K Buy
+11,899
New +$203K ﹤0.01% 2254

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Truist Financial's SG Position: Q1 2023 in Review

Truist Financial sold out of Sweetgreen (SG) in Q1 2023, closing a stake of 10,705 shares — an estimated $91.7K sold.

Truist Financial first reported a position in SG in Q3 2022 and held it in 2 quarters. The position peaked at $221K in Q3 2022. 128 funds tracked by Wall St. Rank hold SG as of Q1 2023.

  • Truist Financial reported no remaining Sweetgreen position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 10,705 Sweetgreen shares in Q1 2023, an estimated $91.7K.
  • Truist Financial first reported a position in Sweetgreen in Q3 2022 and held it in 2 quarters.
  • Truist Financial's Sweetgreen position peaked at $221K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.