GC
DG

Grimes & Company’s DOLLAR GENERAL CORP DG Stock Holding History

Grimes & Company’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
2020
Q1 		– Sell
-1,496
Closed -$233K – 281
2019
Q4 		$233K Buy
1,496
+169
+13% +$26.3K 0.02% 237
2019
Q3 		$211K Sell
1,327
-3,558
-73% -$566K 0.02% 239
2019
Q2 		$660K Sell
4,885
-67,922
-93% -$9.18M 0.05% 153
2019
Q1 		$8.69M Sell
72,807
-11,314
-13% -$1.35M 0.68% 43
2018
Q4 		$9.09M Sell
84,121
-1,890
-2% -$204K 0.89% 24
2018
Q3 		$9.4M Sell
86,011
-2,497
-3% -$273K 0.75% 38
2018
Q2 		$8.73M Buy
+88,508
New +$8.73M 0.77% 38

Other funds holding DG

NISOA
National Investment Services of America Milwaukee, Wisconsin $56M AUM 19.55% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Grimes & Company's DG Position: Q1 2020 in Review

Grimes & Company sold out of DOLLAR GENERAL CORP (DG) in Q1 2020, closing a stake of 1,496 shares — an estimated $233K sold.

Grimes & Company first reported a position in DG in Q2 2018 and held it in 7 quarters. The position peaked at $9.4M in Q3 2018. 3 funds tracked by Wall St. Rank hold DG as of Q1 2020.

  • Grimes & Company reported no remaining DOLLAR GENERAL CORP position as of Q1 2020 after selling out during the quarter.
  • Grimes & Company sold 1,496 DOLLAR GENERAL CORP shares in Q1 2020, an estimated $233K.
  • Grimes & Company first reported a position in DOLLAR GENERAL CORP in Q2 2018 and held it in 7 quarters.
  • Grimes & Company's DOLLAR GENERAL CORP position peaked at $9.4M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held DOLLAR GENERAL CORP as of Q1 2020.

Based on Grimes & Company's 13F filing for Q1 2020, filed 5 May 2020.