Doyle Wealth Management’s Dollar General DG Stock Holding History

Doyle Wealth Management’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
2022 Q3	$215K	Buy	898 +1	+0.1%	+$247	0.02%	193
2022 Q2	$220K	Buy	+897	New	+$209K	0.02%	196
2022 Q1	–	Sell	-1,004	Closed	-$237K	–	249
2021 Q4	$237K	Buy	+1,004	New	+$222K	0.02%	208
2019 Q3	–	Sell	-309	Closed	-$42K	–	323
2019 Q2	$42K	Buy	+309	New	+$39K	0.01%	395
2019 Q1	–	Sell	-383	Closed	-$41K	–	311
2018 Q4	$41K	Buy	+383	New	+$41.5K	0.01%	395

Other funds holding DG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Doyle Wealth Management's DG Position: Q3 2022 in Review

Doyle Wealth Management increased its Dollar General (DG) stake by 0.11% in Q3 2022, buying an estimated $247 and bringing the position to 898 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #193.

Doyle Wealth Management first reported a position in DG in Q4 2018 and has held it in 5 quarters since. The position peaked at $237K in Q4 2021. 1,263 funds tracked by Wall St. Rank hold DG as of Q3 2022.

Doyle Wealth Management held 898 shares of Dollar General worth $215K as of Q3 2022.
Doyle Wealth Management bought 1 Dollar General share in Q3 2022, an estimated $247.
Dollar General made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #193 holding.
Doyle Wealth Management first reported a position in Dollar General in Q4 2018 and has held it in 5 quarters since.
Doyle Wealth Management's Dollar General position peaked at $237K in Q4 2021.
1,263 funds tracked by Wall St. Rank held Dollar General as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.