LIG
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Lokken Investment Group’s Dollar General DG Stock Holding History

Lokken 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
2023
Q3 		– Sell
-2,553
Closed -$433K – 136
2023
Q2 		$433K Buy
2,553
+66
+3% +$13.1K 0.28% 80
2023
Q1 		$523K Sell
2,487
-691
-22% -$155K 0.4% 57
2022
Q4 		$783K Buy
3,178
+100
+3% +$24.7K 0.62% 37
2022
Q3 		$738K Buy
3,078
+19
+0.6% +$4.69K 0.64% 37
2022
Q2 		$751K Sell
3,059
-45
-1% -$10.5K 0.61% 36
2022
Q1 		$737K Sell
3,104
-32
-1% -$6.8K 0.58% 38
2021
Q4 		$740K Hold
3,136
– – 0.53% 39
2021
Q3 		$665K Sell
3,136
-157
-5% -$35.4K 0.53% 43
2021
Q2 		$713K Buy
3,293
+10
+0.3% +$2.1K 0.58% 39
2021
Q1 		$665K Sell
3,283
-617
-16% -$123K 0.59% 41
2020
Q4 		$820K Buy
+3,900
New +$833K 0.75% 30

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lokken Investment Group's DG Position: Q3 2023 in Review

Lokken Investment Group sold out of Dollar General (DG) in Q3 2023, closing a stake of 2,553 shares — an estimated $433K sold.

Lokken Investment Group first reported a position in DG in Q4 2020 and held it in 11 quarters. The position peaked at $820K in Q4 2020. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Lokken Investment Group reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Lokken Investment Group sold 2,553 Dollar General shares in Q3 2023, an estimated $433K.
  • Lokken Investment Group first reported a position in Dollar General in Q4 2020 and held it in 11 quarters.
  • Lokken Investment Group's Dollar General position peaked at $820K in Q4 2020.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Lokken Investment Group's 13F filing for Q3 2023, filed 13 Nov 2023.