Lee Financial’s Dollar General DG Stock Holding History

Lee 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
2023 Q1	–	Sell	-3	Closed	-$739	–	841
2022 Q4	$739	Hold	3	–	–	﹤0.01%	787
2022 Q3	$1K	Sell	3 -1	-25%	-$247	﹤0.01%	748
2022 Q2	$1K	Buy	+4	New	+$934	﹤0.01%	777

Other funds holding DG

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's DG Position: Q1 2023 in Review

Lee Financial sold out of Dollar General (DG) in Q1 2023, closing a stake of 3 shares — an estimated $739 sold.

Lee Financial first reported a position in DG in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 1,237 funds tracked by Wall St. Rank hold DG as of Q1 2023.

Lee Financial reported no remaining Dollar General position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 3 Dollar General shares in Q1 2023, an estimated $739.
Lee Financial first reported a position in Dollar General in Q2 2022 and held it in 3 quarters.
Lee Financial's Dollar General position peaked at $1K in Q3 2022.
1,237 funds tracked by Wall St. Rank held Dollar General as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.