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Ironwood Financial’s Dollar General DG Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-85
Closed -$18K – 218
2021
Q3 		$18K Hold
85
– – 0.01% 291
2021
Q2 		$18K Hold
85
– – 0.01% 288
2021
Q1 		$17K Hold
85
– – 0.01% 280
2020
Q4 		$18K Hold
85
– – 0.01% 263
2020
Q3 		$18K Hold
85
– – 0.01% 202
2020
Q2 		$16K Hold
85
– – 0.01% 209
2020
Q1 		$13K Hold
85
– – 0.01% 196
2019
Q4 		$13K Hold
85
– – 0.01% 241
2019
Q3 		$14K Hold
85
– – 0.01% 236
2019
Q2 		$11K Hold
85
– – 0.01% 254
2019
Q1 		$10K Hold
85
– – 0.01% 255
2018
Q4 		$9K Buy
+85
New +$9.2K 0.01% 246

Other funds holding DG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ironwood Financial's DG Position: Q4 2021 in Review

Ironwood Financial sold out of Dollar General (DG) in Q4 2021, closing a stake of 85 shares — an estimated $18K sold.

Ironwood Financial first reported a position in DG in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q3 2021. 1,231 funds tracked by Wall St. Rank hold DG as of Q4 2021.

  • Ironwood Financial reported no remaining Dollar General position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 85 Dollar General shares in Q4 2021, an estimated $18K.
  • Ironwood Financial first reported a position in Dollar General in Q4 2018 and held it in 12 quarters.
  • Ironwood Financial's Dollar General position peaked at $18K in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held Dollar General as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.