Generali Investments Towarzystwo Funduszy Inwestycyjnych SG — SWEETGREEN INC

Ownership history in Generali Investments Towarzystwo Funduszy Inwestycyjnych  ·  6 quarters on record

AI Ownership Summary

Generali Investments Towarzystwo Funduszy Inwestycyjnych reported SWEETGREEN INC (SG) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2025 Q1. 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 Generali Investments Towarzystwo Funduszy Inwestycyjnych's position in SWEETGREEN INC, 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
2026 Q2

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

High-water mark
Peak Conviction
0.07% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

SG stock page Generali Investments Towarzystwo Funduszy Inwestycyjnych fund profile Generali Investments Towarzystwo Funduszy Inwestycyjnych full holdings
How Generali Investments Towarzystwo Funduszy Inwestycyjnych held SG — position size vs. price
% of Fund (quarterly)    SG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 16.7% -6.5% ✅ 9,000 -1,800 -16.7% 0.03% $79K 2026-07-22 $6.30
2026 Q1 UNCHANGED — — — 10,800 — 0% 0.03% $56K 2026-04-21 $6.70
2025 Q4 ADDED — — — 10,800 +6,200 +134.8% 0.04% $73K 2026-01-26 $6.66
2025 Q3 UNCHANGED — — — 4,600 — 0% 0.02% $37K 2025-11-03 $6.41
2025 Q2 ADDED — — — 4,600 +500 +12.2% 0.04% $68K 2025-07-31 $12.88
2025 Q1 INITIATED — — — 4,100 — — 0.07% $103K 2025-05-09 $15.23

🏢 Other funds also holding SG

As of 2026 Q3 — sorted by position size

Curated Wealth Partners LLC 3Y 0.04% GK Wealth Management LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% EASTERN BANK 3Y 7Y 0.0% Essential Partners LLC 0.0% Forum Financial Management, LP 3Y 0.0% Farther Finance Advisors, LLC 3Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Fortitude Family Office, LLC 0.0% GAMMA Investing LLC 0.0%

FAQ About Generali Investments Towarzystwo Funduszy Inwestycyjnych and SG

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

How long has Generali Investments Towarzystwo Funduszy Inwestycyjnych reported owning SG?

Generali Investments Towarzystwo Funduszy Inwestycyjnych reported SG across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SG position in Generali Investments Towarzystwo Funduszy Inwestycyjnych's portfolio?

The largest reported portfolio weight for SG was 0.07% in 2025 Q1.

What is the latest reported SG position on this page?

The most recent filing on this page is 2026 Q2, when Generali Investments Towarzystwo Funduszy Inwestycyjnych reported 9,000 shares, equal to 0.03% of portfolio, with an estimated market value of $79K.

What does the chart on this SG ownership page compare?

The chart compares Generali Investments Towarzystwo Funduszy Inwestycyjnych'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.

How well did Generali Investments Towarzystwo Funduszy Inwestycyjnych time their SG position?

Based on 13F filing dates vs. subsequent SG price moves, Generali Investments Towarzystwo Funduszy Inwestycyjnych correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SG relative to SPY over the holding period was +531.5%.

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