WoodTrust Financial’s Sweetgreen SG Stock Holding History

WoodTrust 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
2025 Q3	–	Sell	-72,300	Closed	-$1.07M	–	190
2025 Q2	$1.07M	Buy	+72,300	New	+$1.19M	0.14%	82

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WoodTrust Financial's SG Position: Q3 2025 in Review

WoodTrust Financial sold out of Sweetgreen (SG) in Q3 2025, closing a stake of 72,300 shares — an estimated $1.07M sold.

WoodTrust Financial first reported a position in SG in Q2 2025 and held it in 1 quarter. The position peaked at $1.07M in Q2 2025. 238 funds tracked by Wall St. Rank hold SG as of Q3 2025.

WoodTrust Financial reported no remaining Sweetgreen position as of Q3 2025 after selling out during the quarter.
WoodTrust Financial sold 72,300 Sweetgreen shares in Q3 2025, an estimated $1.07M.
WoodTrust Financial first reported a position in Sweetgreen in Q2 2025 and held it in 1 quarter.
WoodTrust Financial's Sweetgreen position peaked at $1.07M in Q2 2025.
238 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2025.

Based on WoodTrust Financial's 13F filing for Q3 2025, filed 28 Oct 2025.