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Evolution Wealth Advisors’s Dollar General DG Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-32
Closed -$7K – 275
2021
Q3 		$7K Hold
32
– – ﹤0.01% 451
2021
Q2 		$7K Sell
32
-24
-43% -$5.04K ﹤0.01% 455
2021
Q1 		$11K Buy
56
+24
+75% +$4.77K ﹤0.01% 398
2020
Q4 		$7K Hold
32
– – ﹤0.01% 395
2020
Q3 		$7K Hold
32
– – ﹤0.01% 391
2020
Q2 		$6K Buy
+32
New +$5.79K ﹤0.01% 339
2020
Q1 		– Sell
-296
Closed -$46K – 390
2019
Q4 		$46K Buy
296
+264
+825% +$41.9K 0.01% 156
2019
Q3 		$5K Hold
32
– – ﹤0.01% 267
2019
Q2 		$4K Buy
+32
New +$4.04K ﹤0.01% 285

Other funds holding DG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's DG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Dollar General (DG) in Q4 2021, closing a stake of 32 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in DG in Q2 2019 and held it in 9 quarters. The position peaked at $46K in Q4 2019. 1,231 funds tracked by Wall St. Rank hold DG as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Dollar General position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 32 Dollar General shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Dollar General in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Dollar General position peaked at $46K in Q4 2019.
  • 1,231 funds tracked by Wall St. Rank held Dollar General as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.