Avestar Capital’s Dollar General DG Stock Holding History

Avestar Capital’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
2021 Q3	–	Sell	-1,000	Closed	-$216K	–	459
2021 Q2	$216K	Buy	+1,000	New	+$210K	0.03%	409

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avestar Capital's DG Position: Q2 2023 in Review

Avestar Capital sold out of Dollar General (DG) in Q2 2023, closing a stake of 2,301 shares — an estimated $484K sold.

Avestar Capital first reported a position in DG in Q4 2017 and held it in 18 quarters. The position peaked at $776K in Q3 2020. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

Avestar Capital reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
Avestar Capital sold 2,301 Dollar General shares in Q2 2023, an estimated $484K.
Avestar Capital first reported a position in Dollar General in Q4 2017 and held it in 18 quarters.
Avestar Capital's Dollar General position peaked at $776K in Q3 2020.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Avestar Capital's 13F filing for Q2 2023, filed 2 Aug 2023.