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FourThought Financial Partners’s Dollar General DG Stock Holding History

FourThought Financial Partners’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
-1,198
Closed -$252K – 335
2023
Q1 		$252K Sell
1,198
-5
-0.4% -$1.12K 0.03% 276
2022
Q4 		$296K Buy
+1,203
New +$297K 0.04% 249

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial Partners's DG Position: Q2 2023 in Review

FourThought Financial Partners sold out of Dollar General (DG) in Q2 2023, closing a stake of 1,198 shares — an estimated $252K sold.

FourThought Financial Partners first reported a position in DG in Q4 2022 and held it in 2 quarters. The position peaked at $296K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

  • FourThought Financial Partners reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 1,198 Dollar General shares in Q2 2023, an estimated $252K.
  • FourThought Financial Partners first reported a position in Dollar General in Q4 2022 and held it in 2 quarters.
  • FourThought Financial Partners's Dollar General position peaked at $296K in Q4 2022.
  • 1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on FourThought Financial Partners's 13F filing for Q2 2023, filed 11 Aug 2023.