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Johanson Financial Advisors’s Dollar General DG Stock Holding History

Johanson Financial 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
2020
Q1 		– Sell
-112
Closed -$17.4K – 128
2019
Q4 		$17.4K Buy
+112
New +$17.8K 0.01% 229

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Johanson Financial Advisors's DG Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Dollar General (DG) in Q1 2020, closing a stake of 112 shares — an estimated $17.4K sold.

Johanson Financial Advisors first reported a position in DG in Q4 2019 and held it in 1 quarter. The position peaked at $17.4K in Q4 2019. 968 funds tracked by Wall St. Rank hold DG as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Dollar General position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 112 Dollar General shares in Q1 2020, an estimated $17.4K.
  • Johanson Financial Advisors first reported a position in Dollar General in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Dollar General position peaked at $17.4K in Q4 2019.
  • 968 funds tracked by Wall St. Rank held Dollar General as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.