JSF Financial’s Dollar General DG Stock Holding History

JSF 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	-1,924	Closed	-$408K	–	119
2021 Q3	$408K	Buy	+1,924	New	+$434K	0.2%	52

Other funds holding DG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JSF Financial's DG Position: Q4 2021 in Review

JSF Financial sold out of Dollar General (DG) in Q4 2021, closing a stake of 1,924 shares — an estimated $408K sold.

JSF Financial first reported a position in DG in Q3 2021 and held it in 1 quarter. The position peaked at $408K in Q3 2021. 1,231 funds tracked by Wall St. Rank hold DG as of Q4 2021.

JSF Financial reported no remaining Dollar General position as of Q4 2021 after selling out during the quarter.
JSF Financial sold 1,924 Dollar General shares in Q4 2021, an estimated $408K.
JSF Financial first reported a position in Dollar General in Q3 2021 and held it in 1 quarter.
JSF Financial's Dollar General position peaked at $408K in Q3 2021.
1,231 funds tracked by Wall St. Rank held Dollar General as of Q4 2021.

Based on JSF Financial's 13F filing for Q4 2021, filed 10 Feb 2022.