Meridian Wealth Advisors’s Dollar General DG Stock Holding History

Meridian Wealth Advisors’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	-1,989	Closed	-$338K	–	182
2023 Q2	$338K	Buy	1,989 +2	+0.1%	+$395	0.08%	136
2023 Q1	$418K	Buy	1,987 +2	+0.1%	+$449	0.1%	124
2022 Q4	$489K	Buy	1,985 +1	+0.1%	+$247	0.13%	115
2022 Q3	$476K	Buy	1,984 +2	+0.1%	+$493	0.13%	115
2022 Q2	$487K	Buy	1,982 +539	+37%	+$126K	0.13%	120
2022 Q1	$321K	Buy	1,443 +562	+64%	+$119K	0.07%	159
2021 Q4	$208K	Buy	+881	New	+$195K	0.05%	189
2021 Q3	–	Sell	-943	Closed	-$204K	–	198
2021 Q2	$204K	Buy	+943	New	+$198K	0.06%	189
2021 Q1	–	Sell	-1,300	Closed	-$273K	–	185
2020 Q4	$273K	Sell	1,300 -321	-20%	-$68.6K	0.1%	147
2020 Q3	$340K	Sell	1,621 -317	-16%	-$62.3K	0.15%	118
2020 Q2	$369K	Buy	+1,938	New	+$351K	0.17%	111

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Meridian Wealth Advisors's DG Position: Q3 2023 in Review

Meridian Wealth Advisors sold out of Dollar General (DG) in Q3 2023, closing a stake of 1,989 shares — an estimated $338K sold.

Meridian Wealth Advisors first reported a position in DG in Q2 2020 and held it in 11 quarters. The position peaked at $489K in Q4 2022. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

Meridian Wealth Advisors reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 1,989 Dollar General shares in Q3 2023, an estimated $338K.
Meridian Wealth Advisors first reported a position in Dollar General in Q2 2020 and held it in 11 quarters.
Meridian Wealth Advisors's Dollar General position peaked at $489K in Q4 2022.
1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Meridian Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.