Lenox Wealth Advisors’s Dollar General DG Stock Holding History

Lenox Wealth 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
2022 Q1	$5K	Buy	19 +4	+27%	+$850	﹤0.01%	558
2021 Q4	$4K	Buy	15 +11	+275%	+$2.43K	﹤0.01%	625
2021 Q3	$1K	Buy	+4	New	+$903	﹤0.01%	661
2016 Q1	–	Sell	-50	Closed	-$4K	–	292
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	245
2015 Q3	$4K	Buy	+50	New	+$3.82K	﹤0.01%	282
2015 Q2	–	Sell	-50	Closed	-$4K	–	305
2015 Q1	$4K	Hold	50	–	–	﹤0.01%	254
2014 Q4	$4K	Buy	+50	New	+$3.25K	﹤0.01%	260

Other funds holding DG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Lenox Wealth Advisors's DG Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Dollar General (DG) stake by 27% in Q1 2022, buying an estimated $850 and bringing the position to 19 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Lenox Wealth Advisors first reported a position in DG in Q4 2014 and has held it in 7 quarters since. 1,202 funds tracked by Wall St. Rank hold DG as of Q1 2022.

Lenox Wealth Advisors held 19 shares of Dollar General worth $5K as of Q1 2022.
Lenox Wealth Advisors bought 4 Dollar General shares in Q1 2022, an estimated $850.
Dollar General made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #558 holding.
Lenox Wealth Advisors first reported a position in Dollar General in Q4 2014 and has held it in 7 quarters since.
1,202 funds tracked by Wall St. Rank held Dollar General as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.