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Evelyn V. Moreno’s Dollar General DG Stock Holding History

Evelyn V. Moreno’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
Q3 		– Sell
-1,304
Closed -$221K – 143
2023
Q2 		$221K Hold
1,304
– – 0.05% 116
2023
Q1 		$274K Sell
1,304
-1,660
-56% -$373K 0.06% 95
2022
Q4 		$730K Hold
2,964
– – 0.17% 73
2022
Q3 		$711K Buy
2,964
+6
+0.2% +$1.48K 0.32% 66
2022
Q2 		$726K Buy
2,958
+1,654
+127% +$386K 0.17% 68
2022
Q1 		$290K Buy
+1,304
New +$277K 0.06% 83

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Evelyn V. Moreno's DG Position: Q3 2023 in Review

Evelyn V. Moreno sold out of Dollar General (DG) in Q3 2023, closing a stake of 1,304 shares — an estimated $221K sold.

Evelyn V. Moreno first reported a position in DG in Q1 2022 and held it in 6 quarters. The position peaked at $730K in Q4 2022. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Evelyn V. Moreno reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Evelyn V. Moreno sold 1,304 Dollar General shares in Q3 2023, an estimated $221K.
  • Evelyn V. Moreno first reported a position in Dollar General in Q1 2022 and held it in 6 quarters.
  • Evelyn V. Moreno's Dollar General position peaked at $730K in Q4 2022.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Evelyn V. Moreno's 13F filing for Q3 2023, filed 23 Oct 2023.