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Liberty Wealth Management’s Dollar General DG Stock Holding History

Liberty Wealth Management’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
-640
Closed -$139K – 386
2021
Q3 		$139K Buy
640
+321
+101% +$72.4K 0.05% 225
2021
Q2 		$69K Sell
319
-154
-33% -$32.4K 0.03% 264
2021
Q1 		$91K Hold
473
– – 0.04% 191
2020
Q4 		$91K Buy
473
+3
+0.6% +$641 0.04% 189
2020
Q3 		$98K Sell
470
-35
-7% -$6.88K 0.06% 163
2020
Q2 		$96K Buy
+505
New +$91.4K 0.07% 151

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

Liberty Wealth Management's DG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Dollar General (DG) in Q4 2021, closing a stake of 640 shares — an estimated $139K sold.

Liberty Wealth Management first reported a position in DG in Q2 2020 and held it in 6 quarters. The position peaked at $139K in Q3 2021. 1,231 funds tracked by Wall St. Rank hold DG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Dollar General position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 640 Dollar General shares in Q4 2021, an estimated $139K.
  • Liberty Wealth Management first reported a position in Dollar General in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Dollar General position peaked at $139K in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held Dollar General as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.