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Moisand Fitzgerald Tamayo’s Dollar General DG Stock Holding History

Moisand Fitzgerald Tamayo’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
-87
Closed -$14.8K – 783
2023
Q2 		$14.8K Hold
87
– – ﹤0.01% 284
2023
Q1 		$18.3K Hold
87
– – ﹤0.01% 272
2022
Q4 		$21.4K Buy
87
+52
+149% +$12.9K ﹤0.01% 245
2022
Q3 		$8K Buy
+35
New +$8.63K ﹤0.01% 301
2017
Q4 		– Sell
-83
Closed -$7K – 294
2017
Q3 		$7K Buy
+83
New +$6.22K ﹤0.01% 221

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moisand Fitzgerald Tamayo's DG Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Dollar General (DG) in Q3 2023, closing a stake of 87 shares — an estimated $14.8K sold.

Moisand Fitzgerald Tamayo first reported a position in DG in Q3 2017 and held it in 5 quarters. The position peaked at $21.4K in Q4 2022. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 87 Dollar General shares in Q3 2023, an estimated $14.8K.
  • Moisand Fitzgerald Tamayo first reported a position in Dollar General in Q3 2017 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Dollar General position peaked at $21.4K in Q4 2022.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.