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Accuvest Global Advisors’s Dollar General DG Stock Holding History

Accuvest Global Advisors’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
2022
Q4 		– Sell
-978
Closed -$235K – 107
2022
Q3 		$235K Buy
978
+52
+6% +$12.8K 0.16% 85
2022
Q2 		$227K Buy
+926
New +$216K 0.15% 93
2019
Q4 		– Sell
-78
Closed -$12K – 69
2019
Q3 		$12K Buy
+78
New +$11.3K 0.02% 54
2018
Q1 		– Sell
-61
Closed -$6K – 100
2017
Q4 		$6K Buy
+61
New +$5.25K ﹤0.01% 66

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accuvest Global Advisors's DG Position: Q4 2022 in Review

Accuvest Global Advisors sold out of Dollar General (DG) in Q4 2022, closing a stake of 978 shares — an estimated $235K sold.

Accuvest Global Advisors first reported a position in DG in Q4 2017 and held it in 4 quarters. The position peaked at $235K in Q3 2022. 1,273 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • Accuvest Global Advisors reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • Accuvest Global Advisors sold 978 Dollar General shares in Q4 2022, an estimated $235K.
  • Accuvest Global Advisors first reported a position in Dollar General in Q4 2017 and held it in 4 quarters.
  • Accuvest Global Advisors's Dollar General position peaked at $235K in Q3 2022.
  • 1,273 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Accuvest Global Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.