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McKinley Carter Wealth Services’s Dollar General DG Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-201
Closed -$19K – 217
2018
Q1 		$19K Buy
+201
New +$19.3K 0.01% 331

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McKinley Carter Wealth Services's DG Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Dollar General (DG) in Q2 2018, closing a stake of 201 shares — an estimated $19K sold.

McKinley Carter Wealth Services first reported a position in DG in Q1 2018 and held it in 1 quarter. The position peaked at $19K in Q1 2018. 730 funds tracked by Wall St. Rank hold DG as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Dollar General position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 201 Dollar General shares in Q2 2018, an estimated $19K.
  • McKinley Carter Wealth Services first reported a position in Dollar General in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Dollar General position peaked at $19K in Q1 2018.
  • 730 funds tracked by Wall St. Rank held Dollar General as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.