Aspiriant LLC’s Dollar General DG Stock Holding History

Aspiriant LLC’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	-850	Closed	-$209K	–	281
2022 Q4	$209K	Buy	+850	New	+$210K	0.01%	257

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

Aspiriant LLC's DG Position: Q1 2023 in Review

Aspiriant LLC sold out of Dollar General (DG) in Q1 2023, closing a stake of 850 shares — an estimated $209K sold.

Aspiriant LLC first reported a position in DG in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 1,237 funds tracked by Wall St. Rank hold DG as of Q1 2023.

Aspiriant LLC reported no remaining Dollar General position as of Q1 2023 after selling out during the quarter.
Aspiriant LLC sold 850 Dollar General shares in Q1 2023, an estimated $209K.
Aspiriant LLC first reported a position in Dollar General in Q4 2022 and held it in 1 quarter.
Aspiriant LLC's Dollar General position peaked at $209K in Q4 2022.
1,237 funds tracked by Wall St. Rank held Dollar General as of Q1 2023.

Based on Aspiriant LLC's 13F filing for Q1 2023, filed 27 Apr 2023.