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Valeo Financial Advisors’s Sweetgreen SG Stock Holding History

Valeo Financial Advisors’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
2025
Q1 		– Sell
-6,680
Closed -$214K – 757
2024
Q4 		$214K Buy
+6,680
New +$249K 0.01% 648

Other funds holding SG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valeo Financial Advisors's SG Position: Q1 2025 in Review

Valeo Financial Advisors sold out of Sweetgreen (SG) in Q1 2025, closing a stake of 6,680 shares — an estimated $214K sold.

Valeo Financial Advisors first reported a position in SG in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 259 funds tracked by Wall St. Rank hold SG as of Q1 2025.

  • Valeo Financial Advisors reported no remaining Sweetgreen position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,680 Sweetgreen shares in Q1 2025, an estimated $214K.
  • Valeo Financial Advisors first reported a position in Sweetgreen in Q4 2024 and held it in 1 quarter.
  • Valeo Financial Advisors's Sweetgreen position peaked at $214K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Sweetgreen as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.