Aviance Capital Partners’s Dollar General DG Stock Holding History

Aviance Capital Partners’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 Q2	–	Sell	-1,039	Closed	-$219K	–	268
2023 Q1	$219K	Hold	1,039	–	–	0.05%	243
2022 Q4	$256K	Hold	1,039	–	–	0.06%	241
2022 Q3	$249K	Hold	1,039	–	–	0.06%	226
2022 Q2	$255K	Hold	1,039	–	–	0.06%	232
2022 Q1	$231K	Hold	1,039	–	–	0.04%	239
2021 Q4	$245K	Hold	1,039	–	–	0.04%	233
2021 Q3	$220K	Hold	1,039	–	–	0.04%	238
2021 Q2	$225K	Hold	1,039	–	–	0.04%	236
2021 Q1	$211K	Hold	1,039	–	–	0.04%	254
2020 Q4	$219K	Buy	+1,039	New	+$222K	0.04%	244

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

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

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

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

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

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

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

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

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

Aviance Capital Partners's DG Position: Q2 2023 in Review

Aviance Capital Partners sold out of Dollar General (DG) in Q2 2023, closing a stake of 1,039 shares — an estimated $219K sold.

Aviance Capital Partners first reported a position in DG in Q4 2020 and held it in 10 quarters. The position peaked at $256K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

Aviance Capital Partners reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
Aviance Capital Partners sold 1,039 Dollar General shares in Q2 2023, an estimated $219K.
Aviance Capital Partners first reported a position in Dollar General in Q4 2020 and held it in 10 quarters.
Aviance Capital Partners's Dollar General position peaked at $256K in Q4 2022.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Aviance Capital Partners's 13F filing for Q2 2023, filed 4 Aug 2023.