JPLA
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Joseph P. Lucia & Associates’s Dollar General DG Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-5
Closed -$1K – 177
2022
Q2 		$1K Buy
+5
New +$1.17K ﹤0.01% 409
2021
Q2 		– Sell
-8
Closed -$2K – 583
2021
Q1 		$2K Buy
+8
New +$1.59K ﹤0.01% 487

Other funds holding DG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's DG Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Dollar General (DG) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in DG in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 1,262 funds tracked by Wall St. Rank hold DG as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Dollar General position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 5 Dollar General shares in Q3 2022, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Dollar General in Q1 2021 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Dollar General position peaked at $2K in Q1 2021.
  • 1,262 funds tracked by Wall St. Rank held Dollar General as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.