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Lugano Financial Advisors SA (LFA)’s Dollar General DG Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2020
Q1 		– Sell
-46
Closed -$7K – 127
2019
Q4 		$7K Buy
+46
New +$7.3K 0.01% 131
2019
Q2 		$6K Hold
46
– – ﹤0.01% 137
2019
Q1 		$5K Buy
+46
New +$5.35K ﹤0.01% 128

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s DG Position: Q1 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of Dollar General (DG) in Q1 2020, closing a stake of 46 shares — an estimated $7K sold.

Lugano Financial Advisors SA (LFA) first reported a position in DG in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 968 funds tracked by Wall St. Rank hold DG as of Q1 2020.

  • Lugano Financial Advisors SA (LFA) reported no remaining Dollar General position as of Q1 2020 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 46 Dollar General shares in Q1 2020, an estimated $7K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Dollar General in Q1 2019 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Dollar General position peaked at $7K in Q4 2019.
  • 968 funds tracked by Wall St. Rank held Dollar General as of Q1 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2020, filed 8 Apr 2020.