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Baron Silver Stevens Financial Advisors’s Dollar General DG Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		– Sell
-100
Closed -$21K – 148
2020
Q4 		$21K Buy
+100
New +$21.4K 0.01% 193

Other funds holding DG

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's DG Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Dollar General (DG) in Q1 2021, closing a stake of 100 shares — an estimated $21K sold.

Baron Silver Stevens Financial Advisors first reported a position in DG in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 1,170 funds tracked by Wall St. Rank hold DG as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Dollar General position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 100 Dollar General shares in Q1 2021, an estimated $21K.
  • Baron Silver Stevens Financial Advisors first reported a position in Dollar General in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Dollar General position peaked at $21K in Q4 2020.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.