Graves Light Lenhart Wealth’s Dollar General DG Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-100	Closed	-$25K	–	272
2022 Q2	$25K	Hold	100	–	–	﹤0.01%	387
2022 Q1	$22K	Sell	100 -181	-64%	-$38.5K	﹤0.01%	459
2021 Q4	$66K	Hold	281	–	–	0.01%	360
2021 Q3	$60K	Hold	281	–	–	0.01%	350
2021 Q2	$61K	Sell	281 -17	-6%	-$3.57K	0.01%	353
2021 Q1	$60K	Buy	298 +40	+16%	+$7.94K	0.01%	358
2020 Q4	$54K	Buy	+258	New	+$55.1K	0.01%	359

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graves Light Lenhart Wealth's DG Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Dollar General (DG) in Q3 2022, closing a stake of 100 shares — an estimated $25K sold.

Graves Light Lenhart Wealth first reported a position in DG in Q4 2020 and held it in 7 quarters. The position peaked at $66K in Q4 2021. 1,262 funds tracked by Wall St. Rank hold DG as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Dollar General position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 100 Dollar General shares in Q3 2022, an estimated $25K.
Graves Light Lenhart Wealth first reported a position in Dollar General in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Dollar General position peaked at $66K in Q4 2021.
1,262 funds tracked by Wall St. Rank held Dollar General as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.