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Cahill Financial Advisors’s Dollar General DG Stock Holding History

Cahill 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
Q4 		– Sell
-27
Closed -$6K – 356
2021
Q3 		$6K Buy
+27
New +$6.09K ﹤0.01% 632

Other funds holding DG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cahill Financial Advisors's DG Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Dollar General (DG) in Q4 2021, closing a stake of 27 shares — an estimated $6K sold.

Cahill Financial Advisors first reported a position in DG in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 1,231 funds tracked by Wall St. Rank hold DG as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Dollar General position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 27 Dollar General shares in Q4 2021, an estimated $6K.
  • Cahill Financial Advisors first reported a position in Dollar General in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Dollar General position peaked at $6K in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held Dollar General as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.