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Cyndeo Wealth Partners’s Dollar General DG Stock Holding History

Cyndeo Wealth Partners’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
2024
Q1 		– Sell
-4,048
Closed -$550K – 385
2023
Q4 		$550K Sell
4,048
-4,202
-51% -$510K 0.05% 241
2023
Q3 		$873K Buy
8,250
+2,204
+36% +$329K 0.09% 178
2023
Q2 		$1.03M Sell
6,046
-7,260
-55% -$1.44M 0.11% 166
2023
Q1 		$2.8M Buy
13,306
+1,903
+17% +$427K 0.3% 101
2022
Q4 		$2.81M Buy
+11,403
New +$2.82M 0.33% 100

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cyndeo Wealth Partners's DG Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of Dollar General (DG) in Q1 2024, closing a stake of 4,048 shares — an estimated $550K sold.

Cyndeo Wealth Partners first reported a position in DG in Q4 2022 and held it in 5 quarters. The position peaked at $2.81M in Q4 2022. 1,104 funds tracked by Wall St. Rank hold DG as of Q1 2024.

  • Cyndeo Wealth Partners reported no remaining Dollar General position as of Q1 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 4,048 Dollar General shares in Q1 2024, an estimated $550K.
  • Cyndeo Wealth Partners first reported a position in Dollar General in Q4 2022 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Dollar General position peaked at $2.81M in Q4 2022.
  • 1,104 funds tracked by Wall St. Rank held Dollar General as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.