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Freedom Investment Management’s Dollar General DG Stock Holding History

Freedom Investment 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
Q3 		– Sell
-3,431
Closed -$583K – 700
2023
Q2 		$583K Buy
3,431
+1,089
+46% +$215K 0.07% 359
2023
Q1 		$493K Sell
2,342
-371
-14% -$83.3K 0.06% 411
2022
Q4 		$668K Sell
2,713
-122
-4% -$30.2K 0.08% 331
2022
Q3 		$680K Sell
2,835
-183
-6% -$45.1K 0.08% 327
2022
Q2 		$741K Sell
3,018
-1,527
-34% -$356K 0.08% 322
2022
Q1 		$1.01M Sell
4,545
-4,408
-49% -$936K 0.09% 287
2021
Q4 		$2.11M Sell
8,953
-72
-0.8% -$15.9K 0.15% 171
2021
Q3 		$1.92M Buy
9,025
+92
+1% +$20.8K 0.15% 184
2021
Q2 		$1.93M Buy
8,933
+1,969
+28% +$414K 0.14% 167
2021
Q1 		$1.41M Buy
6,964
+4,868
+232% +$967K 0.11% 221
2020
Q4 		$441K Sell
2,096
-1,724
-45% -$368K 0.05% 367
2020
Q3 		$801K Buy
+3,820
New +$751K 0.09% 202

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

Freedom Investment Management's DG Position: Q3 2023 in Review

Freedom Investment Management sold out of Dollar General (DG) in Q3 2023, closing a stake of 3,431 shares — an estimated $583K sold.

Freedom Investment Management first reported a position in DG in Q3 2020 and held it in 12 quarters. The position peaked at $2.11M in Q4 2021. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Freedom Investment Management reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 3,431 Dollar General shares in Q3 2023, an estimated $583K.
  • Freedom Investment Management first reported a position in Dollar General in Q3 2020 and held it in 12 quarters.
  • Freedom Investment Management's Dollar General position peaked at $2.11M in Q4 2021.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.