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Crumly & Associates’s Dollar General DG Stock Holding History

Crumly & Associates’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
-3,093
Closed -$656K – 105
2021
Q3 		$656K Buy
3,093
+581
+23% +$131K 0.3% 57
2021
Q2 		$544K Buy
2,512
+1,070
+74% +$225K 0.26% 63
2021
Q1 		$292K Buy
1,442
+443
+44% +$88K 0.17% 77
2020
Q4 		$206K Sell
999
-25
-2% -$5.34K 0.14% 80
2020
Q3 		$215K Sell
1,024
-26
-2% -$5.11K 0.18% 55
2020
Q2 		$200K Buy
+1,050
New +$190K 0.19% 51

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

Crumly & Associates's DG Position: Q4 2021 in Review

Crumly & Associates sold out of Dollar General (DG) in Q4 2021, closing a stake of 3,093 shares — an estimated $656K sold.

Crumly & Associates first reported a position in DG in Q2 2020 and held it in 6 quarters. The position peaked at $656K in Q3 2021. 1,231 funds tracked by Wall St. Rank hold DG as of Q4 2021.

  • Crumly & Associates reported no remaining Dollar General position as of Q4 2021 after selling out during the quarter.
  • Crumly & Associates sold 3,093 Dollar General shares in Q4 2021, an estimated $656K.
  • Crumly & Associates first reported a position in Dollar General in Q2 2020 and held it in 6 quarters.
  • Crumly & Associates's Dollar General position peaked at $656K in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held Dollar General as of Q4 2021.

Based on Crumly & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.