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Guardian Wealth Management (Illinois)’s Dollar General DG Stock Holding History

Guardian Wealth Management (Illinois)’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
2024
Q3 		– Sell
-26
Closed -$3.39K – 240
2024
Q2 		$3.39K Hold
26
– – ﹤0.01% 198
2024
Q1 		$3.98K Buy
26
+1
+4% +$142 ﹤0.01% 190
2023
Q4 		$3.45K Hold
25
– – ﹤0.01% 202
2023
Q3 		$2.67K Hold
25
– – ﹤0.01% 195
2023
Q2 		$4.28K Hold
25
– – ﹤0.01% 186
2023
Q1 		$5.29K Hold
25
– – 0.01% 186
2022
Q4 		$6.17K Hold
25
– – 0.01% 189
2022
Q3 		$6K Buy
+25
New +$6.17K 0.01% 180

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Guardian Wealth Management (Illinois)'s DG Position: Q3 2024 in Review

Guardian Wealth Management (Illinois) sold out of Dollar General (DG) in Q3 2024, closing a stake of 26 shares — an estimated $3.39K sold.

Guardian Wealth Management (Illinois) first reported a position in DG in Q3 2022 and held it in 8 quarters. The position peaked at $6.17K in Q4 2022. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Guardian Wealth Management (Illinois) reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 26 Dollar General shares in Q3 2024, an estimated $3.39K.
  • Guardian Wealth Management (Illinois) first reported a position in Dollar General in Q3 2022 and held it in 8 quarters.
  • Guardian Wealth Management (Illinois)'s Dollar General position peaked at $6.17K in Q4 2022.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2024, filed 15 Nov 2024.