Douglass Winthrop Advisors’s Dollar General DG Stock Holding History

Douglass Winthrop 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
2023 Q1	–	Sell	-988	Closed	-$243K	–	244
2022 Q4	$243K	Sell	988 -12	-1%	-$2.97K	0.01%	219
2022 Q3	$240K	Hold	1,000	–	–	0.01%	214
2022 Q2	$245K	Hold	1,000	–	–	0.01%	228
2022 Q1	$223K	Hold	1,000	–	–	0.01%	250
2021 Q4	$236K	Hold	1,000	–	–	0.01%	252
2021 Q3	$212K	Hold	1,000	–	–	0.01%	263
2021 Q2	$216K	Hold	1,000	–	–	0.01%	261
2021 Q1	$203K	Hold	1,000	–	–	0.01%	258
2020 Q4	$210K	Hold	1,000	–	–	0.01%	253
2020 Q3	$210K	Buy	+1,000	New	+$197K	0.01%	246

Other funds holding DG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Douglass Winthrop Advisors's DG Position: Q1 2023 in Review

Douglass Winthrop Advisors sold out of Dollar General (DG) in Q1 2023, closing a stake of 988 shares — an estimated $243K sold.

Douglass Winthrop Advisors first reported a position in DG in Q3 2020 and held it in 10 quarters. The position peaked at $245K in Q2 2022. 1,237 funds tracked by Wall St. Rank hold DG as of Q1 2023.

Douglass Winthrop Advisors reported no remaining Dollar General position as of Q1 2023 after selling out during the quarter.
Douglass Winthrop Advisors sold 988 Dollar General shares in Q1 2023, an estimated $243K.
Douglass Winthrop Advisors first reported a position in Dollar General in Q3 2020 and held it in 10 quarters.
Douglass Winthrop Advisors's Dollar General position peaked at $245K in Q2 2022.
1,237 funds tracked by Wall St. Rank held Dollar General as of Q1 2023.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2023, filed 15 May 2023.