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Camarda Financial Advisors’s Dollar General DG Stock Holding History

Camarda 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
2020
Q4 		– Sell
-5,114
Closed -$1.07M – 70
2020
Q3 		$1.07M Buy
+5,114
New +$1.01M 1.3% 20
2019
Q3 		– Sell
-43
Closed -$6K – 145
2019
Q2 		$6K Hold
43
– – 0.01% 180
2019
Q1 		$5K Buy
+43
New +$5K 0.01% 225
2016
Q3 		– Sell
-949
Closed -$89K – 218
2016
Q2 		$89K Sell
949
-3,789
-80% -$327K 0.06% 114
2016
Q1 		$406K Buy
+4,738
New +$359K 0.25% 78

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Camarda Financial Advisors's DG Position: Q4 2020 in Review

Camarda Financial Advisors sold out of Dollar General (DG) in Q4 2020, closing a stake of 5,114 shares — an estimated $1.07M sold.

Camarda Financial Advisors first reported a position in DG in Q1 2016 and held it in 5 quarters. The position peaked at $1.07M in Q3 2020. 1,194 funds tracked by Wall St. Rank hold DG as of Q4 2020.

  • Camarda Financial Advisors reported no remaining Dollar General position as of Q4 2020 after selling out during the quarter.
  • Camarda Financial Advisors sold 5,114 Dollar General shares in Q4 2020, an estimated $1.07M.
  • Camarda Financial Advisors first reported a position in Dollar General in Q1 2016 and held it in 5 quarters.
  • Camarda Financial Advisors's Dollar General position peaked at $1.07M in Q3 2020.
  • 1,194 funds tracked by Wall St. Rank held Dollar General as of Q4 2020.

Based on Camarda Financial Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.