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McGlone Suttner Wealth Management’s Dollar General DG Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-185
Closed -$25.2K – 318
2023
Q4 		$25.2K Buy
+185
New +$22.4K 0.01% 391

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
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

McGlone Suttner Wealth Management's DG Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Dollar General (DG) in Q1 2024, closing a stake of 185 shares — an estimated $25.2K sold.

McGlone Suttner Wealth Management first reported a position in DG in Q4 2023 and held it in 1 quarter. The position peaked at $25.2K in Q4 2023. 1,104 funds tracked by Wall St. Rank hold DG as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Dollar General position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 185 Dollar General shares in Q1 2024, an estimated $25.2K.
  • McGlone Suttner Wealth Management first reported a position in Dollar General in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Dollar General position peaked at $25.2K in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held Dollar General as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.