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Evercore Wealth Management’s Dollar General DG Stock Holding History

Evercore 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
2023
Q2 		– Sell
-959
Closed -$202K – 417
2023
Q1 		$202K Sell
959
-12
-1% -$2.69K ﹤0.01% 384
2022
Q4 		$239K Sell
971
-529
-35% -$131K 0.01% 357
2022
Q3 		$360K Buy
1,500
+527
+54% +$130K 0.01% 286
2022
Q2 		$239K Hold
973
– – 0.01% 352
2022
Q1 		$217K Sell
973
-2
-0.2% -$425 ﹤0.01% 404
2021
Q4 		$230K Hold
975
– – ﹤0.01% 394
2021
Q3 		$207K Sell
975
-153
-14% -$34.5K ﹤0.01% 405
2021
Q2 		$244K Sell
1,128
-46
-4% -$9.66K ﹤0.01% 397
2021
Q1 		$238K Buy
+1,174
New +$233K ﹤0.01% 404
2017
Q2 		– Sell
-81
Closed -$6K – 983
2017
Q1 		$6K Buy
81
+61
+305% +$4.47K ﹤0.01% 869
2016
Q4 		$1K Sell
20
-280
-93% -$20.4K ﹤0.01% 970
2016
Q3 		$21K Sell
300
-359
-54% -$30.4K ﹤0.01% 760
2016
Q2 		$62K Buy
659
+59
+10% +$5.09K ﹤0.01% 536
2016
Q1 		$51K Hold
600
– – ﹤0.01% 560
2015
Q4 		$43K Hold
600
– – ﹤0.01% 619
2015
Q3 		$43K Hold
600
– – ﹤0.01% 607
2015
Q2 		$47K Sell
600
-100
-14% -$7.54K ﹤0.01% 648
2015
Q1 		$53K Buy
+700
New +$49.5K ﹤0.01% 618
2013
Q4 		– Sell
-10
Closed -$1K – 873
2013
Q3 		$1K Buy
+10
New +$550 ﹤0.01% 980

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evercore Wealth Management's DG Position: Q2 2023 in Review

Evercore Wealth Management sold out of Dollar General (DG) in Q2 2023, closing a stake of 959 shares — an estimated $202K sold.

Evercore Wealth Management first reported a position in DG in Q3 2013 and held it in 19 quarters. The position peaked at $360K in Q3 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

  • Evercore Wealth Management reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 959 Dollar General shares in Q2 2023, an estimated $202K.
  • Evercore Wealth Management first reported a position in Dollar General in Q3 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Dollar General position peaked at $360K in Q3 2022.
  • 1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Evercore Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.