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Iron Gate Global Advisors’s Dollar General DG Stock Holding History

Iron Gate Global Advisors’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
Q1 		– Sell
-899
Closed -$221K – 94
2022
Q4 		$221K Sell
899
-153
-15% -$37.8K 0.06% 78
2022
Q3 		$252K Sell
1,052
-123
-10% -$30.3K 0.07% 68
2022
Q2 		$288K Sell
1,175
-885
-43% -$207K 0.08% 70
2022
Q1 		$458K Sell
2,060
-50
-2% -$10.6K 0.1% 62
2021
Q4 		$493K Sell
2,110
-193
-8% -$42.6K 0.12% 62
2021
Q3 		$488K Sell
2,303
-70
-3% -$15.8K 0.13% 64
2021
Q2 		$513K Sell
2,373
-2,955
-55% -$621K 0.14% 61
2021
Q1 		$1.08M Buy
5,328
+1,802
+51% +$358K 0.34% 34
2020
Q4 		$741K Buy
3,526
+676
+24% +$144K 0.27% 37
2020
Q3 		$597K Buy
2,850
+1,279
+81% +$252K 0.25% 46
2020
Q2 		$308K Buy
+1,571
New +$284K 0.15% 62

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Iron Gate Global Advisors's DG Position: Q1 2023 in Review

Iron Gate Global Advisors sold out of Dollar General (DG) in Q1 2023, closing a stake of 899 shares — an estimated $221K sold.

Iron Gate Global Advisors first reported a position in DG in Q2 2020 and held it in 11 quarters. The position peaked at $1.08M in Q1 2021. 1,237 funds tracked by Wall St. Rank hold DG as of Q1 2023.

  • Iron Gate Global Advisors reported no remaining Dollar General position as of Q1 2023 after selling out during the quarter.
  • Iron Gate Global Advisors sold 899 Dollar General shares in Q1 2023, an estimated $221K.
  • Iron Gate Global Advisors first reported a position in Dollar General in Q2 2020 and held it in 11 quarters.
  • Iron Gate Global Advisors's Dollar General position peaked at $1.08M in Q1 2021.
  • 1,237 funds tracked by Wall St. Rank held Dollar General as of Q1 2023.

Based on Iron Gate Global Advisors's 13F filing for Q1 2023, filed 15 May 2023.