CYG
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Clean Yield Group’s Dollar General DG Stock Holding History

Clean Yield Group’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
Q1 		– Sell
-158
Closed -$25K – 389
2019
Q4 		$25K Sell
158
-36
-19% -$5.71K 0.01% 265
2019
Q3 		$31K Hold
194
– – 0.01% 242
2019
Q2 		$26K Buy
+194
New +$24.5K 0.01% 247

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clean Yield Group's DG Position: Q1 2020 in Review

Clean Yield Group sold out of Dollar General (DG) in Q1 2020, closing a stake of 158 shares — an estimated $25K sold.

Clean Yield Group first reported a position in DG in Q2 2019 and held it in 3 quarters. The position peaked at $31K in Q3 2019. 968 funds tracked by Wall St. Rank hold DG as of Q1 2020.

  • Clean Yield Group reported no remaining Dollar General position as of Q1 2020 after selling out during the quarter.
  • Clean Yield Group sold 158 Dollar General shares in Q1 2020, an estimated $25K.
  • Clean Yield Group first reported a position in Dollar General in Q2 2019 and held it in 3 quarters.
  • Clean Yield Group's Dollar General position peaked at $31K in Q3 2019.
  • 968 funds tracked by Wall St. Rank held Dollar General as of Q1 2020.

Based on Clean Yield Group's 13F filing for Q1 2020, filed 20 Apr 2020.