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UMB Bank’s Sweetgreen SG Stock Holding History

UMB Bank’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
Q3 		– Sell
-69
Closed -$1K – 1938
2022
Q2 		$1K Buy
+69
New +$1.46K ﹤0.01% 1861

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

UMB Bank's SG Position: Q3 2022 in Review

UMB Bank sold out of Sweetgreen (SG) in Q3 2022, closing a stake of 69 shares — an estimated $1K sold.

UMB Bank first reported a position in SG in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 125 funds tracked by Wall St. Rank hold SG as of Q3 2022.

  • UMB Bank reported no remaining Sweetgreen position as of Q3 2022 after selling out during the quarter.
  • UMB Bank sold 69 Sweetgreen shares in Q3 2022, an estimated $1K.
  • UMB Bank first reported a position in Sweetgreen in Q2 2022 and held it in 1 quarter.
  • UMB Bank's Sweetgreen position peaked at $1K in Q2 2022.
  • 125 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2022.

Based on UMB Bank's 13F filing for Q3 2022, filed 13 Oct 2022.