JWM
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Jeppson Wealth Management’s Dollar General DG Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-100
Closed -$21K – 204
2020
Q3 		$21K Buy
+100
New +$19.7K 0.02% 329

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jeppson Wealth Management's DG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Dollar General (DG) in Q4 2020, closing a stake of 100 shares — an estimated $21K sold.

Jeppson Wealth Management first reported a position in DG in Q3 2020 and held it in 1 quarter. The position peaked at $21K in Q3 2020. 1,194 funds tracked by Wall St. Rank hold DG as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Dollar General position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 100 Dollar General shares in Q4 2020, an estimated $21K.
  • Jeppson Wealth Management first reported a position in Dollar General in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Dollar General position peaked at $21K in Q3 2020.
  • 1,194 funds tracked by Wall St. Rank held Dollar General as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.