Bedel Financial Consulting’s Dollar General DG Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-484	Closed	-$108K	–	366
2022 Q1	$108K	Sell	484 -20	-4%	-$4.25K	0.03%	262
2021 Q4	$119K	Buy	504 +20	+4%	+$4.42K	0.04%	251
2021 Q3	$103K	Hold	484	–	–	0.04%	266
2021 Q2	$105K	Buy	484 +178	+58%	+$37.4K	0.04%	259
2021 Q1	$62K	Buy	306 +102	+50%	+$20.3K	0.02%	336
2020 Q4	$43K	Hold	204	–	–	0.02%	338
2020 Q3	$43K	Hold	204	–	–	0.02%	319
2020 Q2	$39K	Sell	204 -1	-0.5%	-$181	0.02%	305
2020 Q1	$31K	Buy	205 +1	+0.5%	+$154	0.02%	330
2019 Q4	$32K	Hold	204	–	–	0.02%	353
2019 Q3	$32K	Hold	204	–	–	0.02%	337
2019 Q2	$28K	Hold	204	–	–	0.02%	356
2019 Q1	$24K	Hold	204	–	–	0.02%	369
2018 Q4	$22K	Hold	204	–	–	0.02%	355
2018 Q3	$22K	Hold	204	–	–	0.01%	370
2018 Q2	$20K	Buy	204 +89	+77%	+$8.56K	0.01%	377
2018 Q1	$11K	Buy	+115	New	+$11.1K	0.01%	465

Other funds holding DG

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bedel Financial Consulting's DG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Dollar General (DG) in Q2 2022, closing a stake of 484 shares — an estimated $108K sold.

Bedel Financial Consulting first reported a position in DG in Q1 2018 and held it in 17 quarters. The position peaked at $119K in Q4 2021. 1,228 funds tracked by Wall St. Rank hold DG as of Q2 2022.

Bedel Financial Consulting reported no remaining Dollar General position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 484 Dollar General shares in Q2 2022, an estimated $108K.
Bedel Financial Consulting first reported a position in Dollar General in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Dollar General position peaked at $119K in Q4 2021.
1,228 funds tracked by Wall St. Rank held Dollar General as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.