1NWS
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1 North Wealth Services’s Dollar General DG Stock Holding History

1 North Wealth Services’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$14K Hold
91
– – 0.01% 169
2019
Q3 		$14K Buy
+91
New +$13.2K 0.01% 137

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

1 North Wealth Services's DG Position: Q4 2019 in Review

1 North Wealth Services held its Dollar General (DG) position steady in Q4 2019 at 91 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #169.

1 North Wealth Services first reported a position in DG in Q3 2019 and has held it in 2 quarters since. 981 funds tracked by Wall St. Rank hold DG as of Q4 2019.

  • 1 North Wealth Services held 91 shares of Dollar General worth $14K as of Q4 2019.
  • 1 North Wealth Services left its Dollar General share count unchanged in Q4 2019.
  • Dollar General made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #169 holding.
  • 1 North Wealth Services first reported a position in Dollar General in Q3 2019 and has held it in 2 quarters since.
  • 981 funds tracked by Wall St. Rank held Dollar General as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.