AIM
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Aspen Investment Management’s Dollar General DG Stock Holding History

Aspen Investment 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
2022
Q4 		– Sell
-2,105
Closed -$505K – 127
2022
Q3 		$505K Buy
+2,105
New +$519K 0.34% 88

Other funds holding DG

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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 $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspen Investment Management's DG Position: Q4 2022 in Review

Aspen Investment Management sold out of Dollar General (DG) in Q4 2022, closing a stake of 2,105 shares — an estimated $505K sold.

Aspen Investment Management first reported a position in DG in Q3 2022 and held it in 1 quarter. The position peaked at $505K in Q3 2022. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • Aspen Investment Management reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • Aspen Investment Management sold 2,105 Dollar General shares in Q4 2022, an estimated $505K.
  • Aspen Investment Management first reported a position in Dollar General in Q3 2022 and held it in 1 quarter.
  • Aspen Investment Management's Dollar General position peaked at $505K in Q3 2022.
  • 1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Aspen Investment Management's 13F filing for Q4 2022, filed 6 Feb 2023.