William Harnisch’s Sweetgreen SG Stock Holding History

William Harnisch’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 Q4	–	Sell	-300,000	Closed	-$3.52M	–	11
2023 Q3	$3.52M	Buy	+300,000	New	+$4.18M	0.21%	8

Other funds holding SG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Radcliff Management New York $197M AUM 46.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Harnisch's SG Position: Q4 2023 in Review

William Harnisch sold out of Sweetgreen (SG) in Q4 2023, closing a stake of 300,000 shares — an estimated $3.52M sold.

William Harnisch first reported a position in SG in Q3 2023 and held it in 1 quarter. The position peaked at $3.52M in Q3 2023. 174 funds tracked by Wall St. Rank hold SG as of Q4 2023.

William Harnisch reported no remaining Sweetgreen position as of Q4 2023 after selling out during the quarter.
William Harnisch sold 300,000 Sweetgreen shares in Q4 2023, an estimated $3.52M.
William Harnisch first reported a position in Sweetgreen in Q3 2023 and held it in 1 quarter.
William Harnisch's Sweetgreen position peaked at $3.52M in Q3 2023.
174 funds tracked by Wall St. Rank held Sweetgreen as of Q4 2023.

Based on Peconic Partners's 13F filing for Q4 2023, filed 14 Feb 2024.