KIG
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Kowal Investment Group’s Dollar General DG Stock Holding History

Kowal Investment Group’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
-619
Closed -$131K – 323
2021
Q3 		$131K Buy
+619
New +$140K 0.04% 129

Other funds holding DG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kowal Investment Group's DG Position: Q4 2021 in Review

Kowal Investment Group sold out of Dollar General (DG) in Q4 2021, closing a stake of 619 shares — an estimated $131K sold.

Kowal Investment Group first reported a position in DG in Q3 2021 and held it in 1 quarter. The position peaked at $131K in Q3 2021. 1,231 funds tracked by Wall St. Rank hold DG as of Q4 2021.

  • Kowal Investment Group reported no remaining Dollar General position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 619 Dollar General shares in Q4 2021, an estimated $131K.
  • Kowal Investment Group first reported a position in Dollar General in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Dollar General position peaked at $131K in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held Dollar General as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.