SG β€” SWEETGREEN INC COM CL A

Ownership history in SEGALL BRYANT & HAMILL, LLC  Β·  5 quarters on record

AI Ownership Summary

SEGALL BRYANT & HAMILL, LLC reported SWEETGREEN INC COM CL A (SG) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2024 Q4. The latest visible filing shows SG at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEGALL BRYANT & HAMILL, LLC's position in SWEETGREEN INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SG was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SEGALL BRYANT & HAMILL, LLC held SG β€” position size vs. price
% of Fund (quarterly)    SG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 272,900 +6,532 +2.5% 0.03% $2.2M 2025-11-12 $5.37
2025 Q2 ADDED 266,368 +45,716 +20.7% 0.06% $4.0M 2025-08-12 $9.65
2025 Q1 REDUCED 220,652 -6,219 -2.7% 0.08% $5.5M 2025-05-02 $20.84
2024 Q4 ADDED 226,871 +52,226 +29.9% 0.10% $7.3M 2025-02-11 $25.93
2024 Q3 INITIATED 174,645 β€” β€” 0.08% $6.2M 2024-11-08 $39.69

FAQ About SEGALL BRYANT & HAMILL, LLC and SG

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEGALL BRYANT & HAMILL, LLC reported owning SG?

SEGALL BRYANT & HAMILL, LLC reported SG across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported SG position in SEGALL BRYANT & HAMILL, LLC's portfolio?

The largest reported portfolio weight for SG was 0.10% in 2024 Q4.

What is the latest reported SG position on this page?

The most recent filing on this page is 2025 Q3, when SEGALL BRYANT & HAMILL, LLC reported 272,900 shares, equal to 0.03% of portfolio, with an estimated market value of $2.2M.

What does the chart on this SG ownership page compare?

The chart compares SEGALL BRYANT & HAMILL, LLC's quarterly SG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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