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Intelligence Driven Advisers’s Dollar General DG Stock Holding History

Intelligence Driven Advisers’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
2019
Q2 		– Sell
-1,781
Closed -$212K – 103
2019
Q1 		$212K Sell
1,781
-492
-22% -$57.2K 0.12% 90
2018
Q4 		$246K Buy
+2,273
New +$246K 0.16% 86

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intelligence Driven Advisers's DG Position: Q2 2019 in Review

Intelligence Driven Advisers sold out of Dollar General (DG) in Q2 2019, closing a stake of 1,781 shares — an estimated $212K sold.

Intelligence Driven Advisers first reported a position in DG in Q4 2018 and held it in 2 quarters. The position peaked at $246K in Q4 2018. 854 funds tracked by Wall St. Rank hold DG as of Q2 2019.

  • Intelligence Driven Advisers reported no remaining Dollar General position as of Q2 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 1,781 Dollar General shares in Q2 2019, an estimated $212K.
  • Intelligence Driven Advisers first reported a position in Dollar General in Q4 2018 and held it in 2 quarters.
  • Intelligence Driven Advisers's Dollar General position peaked at $246K in Q4 2018.
  • 854 funds tracked by Wall St. Rank held Dollar General as of Q2 2019.

Based on Intelligence Driven Advisers's 13F filing for Q2 2019, filed 4 Sep 2020.