AMJ Financial Wealth Management’s Dollar General DG Stock Holding History

AMJ Financial Wealth Management’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
2023 Q1	–	Sell	-1,408	Closed	-$347K	–	60
2022 Q4	$347K	Hold	1,408	–	–	0.21%	43
2022 Q3	$338K	Buy	1,408 +421	+43%	+$104K	0.22%	41
2022 Q2	$242K	Buy	987 +34	+4%	+$7.94K	0.2%	47
2022 Q1	$212K	Hold	953	–	–	0.09%	81
2021 Q4	$225K	Hold	953	–	–	0.08%	90
2021 Q3	$202K	Hold	953	–	–	0.08%	90
2021 Q2	$206K	Buy	+953	New	+$200K	0.09%	89
2021 Q1	–	Sell	-10,797	Closed	-$2.27M	–	90
2020 Q4	$2.27M	Buy	10,797 +685	+7%	+$146K	1.16%	36
2020 Q3	$2.12M	Buy	10,112 +988	+11%	+$194K	1.25%	33
2020 Q2	$1.74M	Buy	9,124 +19	+0.2%	+$3.44K	1.18%	35
2020 Q1	$1.38M	Sell	9,105 -10,452	-53%	-$1.61M	2.39%	13
2019 Q4	$3.05M	Buy	+19,557	New	+$3.1M	2.14%	23

Other funds holding DG

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AMJ Financial Wealth Management's DG Position: Q1 2023 in Review

AMJ Financial Wealth Management sold out of Dollar General (DG) in Q1 2023, closing a stake of 1,408 shares — an estimated $347K sold.

AMJ Financial Wealth Management first reported a position in DG in Q4 2019 and held it in 12 quarters. The position peaked at $3.05M in Q4 2019. 1,237 funds tracked by Wall St. Rank hold DG as of Q1 2023.

AMJ Financial Wealth Management reported no remaining Dollar General position as of Q1 2023 after selling out during the quarter.
AMJ Financial Wealth Management sold 1,408 Dollar General shares in Q1 2023, an estimated $347K.
AMJ Financial Wealth Management first reported a position in Dollar General in Q4 2019 and held it in 12 quarters.
AMJ Financial Wealth Management's Dollar General position peaked at $3.05M in Q4 2019.
1,237 funds tracked by Wall St. Rank held Dollar General as of Q1 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.