JWM
DG icon

Janiczek Wealth Management’s Dollar General DG Stock Holding History

Janiczek Wealth Management’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
Q2 		$10.4K Hold
79
– – ﹤0.01% 651
2024
Q1 		$12.3K Buy
79
+13
+20% +$1.85K ﹤0.01% 646
2023
Q4 		$8.97K Buy
66
+62
+1,550% +$7.52K ﹤0.01% 678
2023
Q3 		$424 Sell
4
-25
-86% -$3.73K ﹤0.01% 994
2023
Q2 		$4.92K Hold
29
– – ﹤0.01% 656
2023
Q1 		$6.18K Sell
29
-8
-22% -$1.8K ﹤0.01% 642
2022
Q4 		$8.61K Hold
37
– – ﹤0.01% 587
2022
Q3 		$9K Buy
37
+8
+28% +$1.97K ﹤0.01% 555
2022
Q2 		$7K Sell
29
-4
-12% -$934 ﹤0.01% 611
2022
Q1 		$7K Sell
33
-15
-31% -$3.19K ﹤0.01% 619
2021
Q4 		$11K Hold
48
– – ﹤0.01% 578
2021
Q3 		$10K Hold
48
– – ﹤0.01% 566
2021
Q2 		$10K Sell
48
-10
-17% -$2.1K ﹤0.01% 549
2021
Q1 		$12K Sell
58
-75
-56% -$14.9K ﹤0.01% 489
2020
Q4 		$28K Buy
133
+70
+111% +$15K 0.01% 292
2020
Q3 		$13K Buy
63
+42
+200% +$8.26K 0.01% 205
2020
Q2 		$4K Buy
+21
New +$3.8K ﹤0.01% 199

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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

Janiczek Wealth Management's DG Position: Q2 2024 in Review

Janiczek Wealth Management held its Dollar General (DG) position steady in Q2 2024 at 79 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Janiczek Wealth Management first reported a position in DG in Q2 2020 and has held it in 17 quarters since. The position peaked at $28K in Q4 2020. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Janiczek Wealth Management held 79 shares of Dollar General worth $10.4K as of Q2 2024.
  • Janiczek Wealth Management left its Dollar General share count unchanged in Q2 2024.
  • Dollar General made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #651 holding.
  • Janiczek Wealth Management first reported a position in Dollar General in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Dollar General position peaked at $28K in Q4 2020.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.