Briaud Financial Planning’s Dollar General DG Stock Holding History

Briaud Financial Planning’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 Q4	–	Sell	-20	Closed	-$2K	–	57
2023 Q3	$2K	Buy	+20	New	+$2.98K	﹤0.01%	132

Other funds holding DG

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Briaud Financial Planning's DG Position: Q4 2023 in Review

Briaud Financial Planning sold out of Dollar General (DG) in Q4 2023, closing a stake of 20 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in DG in Q3 2023 and held it in 1 quarter. The position peaked at $2K in Q3 2023. 1,112 funds tracked by Wall St. Rank hold DG as of Q4 2023.

Briaud Financial Planning reported no remaining Dollar General position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 20 Dollar General shares in Q4 2023, an estimated $2K.
Briaud Financial Planning first reported a position in Dollar General in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's Dollar General position peaked at $2K in Q3 2023.
1,112 funds tracked by Wall St. Rank held Dollar General as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.