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Axiom Investment Management’s Dollar General DG Stock Holding History

Axiom 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
-711
Closed -$169K – 175
2022
Q3 		$169K Buy
+711
New +$175K 0.34% 64
2022
Q1 		– Sell
-1,258
Closed -$296K – 107
2021
Q4 		$296K Buy
1,258
+2
+0.2% +$442 0.29% 88
2021
Q3 		$269K Hold
1,256
– – 0.27% 89
2021
Q2 		$272K Buy
1,256
+60
+5% +$12.6K 0.21% 109
2021
Q1 		$242K Sell
1,196
-4,264
-78% -$847K 0.2% 109
2020
Q4 		$280 Buy
5,460
+4,235
+346% +$905K 0.25% 96
2020
Q3 		$258K Buy
1,225
+5
+0.4% +$983 0.29% 88
2020
Q2 		$229K Sell
1,220
-143
-10% -$25.9K 0.3% 91
2020
Q1 		$204K Buy
1,363
+9
+0.7% +$1.39K 0.36% 81
2019
Q4 		$212K Sell
1,354
-1,178
-47% -$187K 0.3% 98
2019
Q3 		$403K Sell
2,532
-9,550
-79% -$1.38M 0.31% 87
2019
Q2 		$1.63M Buy
12,082
+605
+5% +$76.4K 0.29% 86
2019
Q1 		$1.37M Sell
11,477
-134
-1% -$15.6K 0.26% 89
2018
Q4 		$1.25M Buy
+11,611
New +$1.26M 0.26% 89

Other funds holding DG

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

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

Axiom Investment Management sold out of Dollar General (DG) in Q4 2022, closing a stake of 711 shares — an estimated $169K sold.

Axiom Investment Management first reported a position in DG in Q4 2018 and held it in 14 quarters. The position peaked at $1.63M in Q2 2019. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • Axiom Investment Management reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 711 Dollar General shares in Q4 2022, an estimated $169K.
  • Axiom Investment Management first reported a position in Dollar General in Q4 2018 and held it in 14 quarters.
  • Axiom Investment Management's Dollar General position peaked at $1.63M in Q2 2019.
  • 1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.