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Milestone Investment Advisors’s Dollar General DG Stock Holding History

Milestone Investment 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
Q4 		– Sell
-405
Closed -$42.8K – 207
2023
Q3 		$42.8K Buy
+405
New +$60.4K 0.01% 214
2023
Q2 		– Sell
-439
Closed -$92.4K – 202
2023
Q1 		$92.4K Buy
+439
New +$98.5K 0.03% 153

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Milestone Investment Advisors's DG Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Dollar General (DG) in Q4 2023, closing a stake of 405 shares — an estimated $42.8K sold.

Milestone Investment Advisors first reported a position in DG in Q1 2023 and held it in 2 quarters. The position peaked at $92.4K in Q1 2023. 1,112 funds tracked by Wall St. Rank hold DG as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Dollar General position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 405 Dollar General shares in Q4 2023, an estimated $42.8K.
  • Milestone Investment Advisors first reported a position in Dollar General in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Dollar General position peaked at $92.4K in Q1 2023.
  • 1,112 funds tracked by Wall St. Rank held Dollar General as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.