MONECO Advisors’s Dollar General DG Stock Holding History

MONECO 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	-1,353	Closed	-$230K	–	338
2023 Q2	$230K	Sell	1,353 -112	-8%	-$22.1K	0.06%	296
2023 Q1	$308K	Buy	+1,465	New	+$329K	0.09%	235

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

MONECO Advisors's DG Position: Q3 2023 in Review

MONECO Advisors sold out of Dollar General (DG) in Q3 2023, closing a stake of 1,353 shares — an estimated $230K sold.

MONECO Advisors first reported a position in DG in Q1 2023 and held it in 2 quarters. The position peaked at $308K in Q1 2023. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

MONECO Advisors reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
MONECO Advisors sold 1,353 Dollar General shares in Q3 2023, an estimated $230K.
MONECO Advisors first reported a position in Dollar General in Q1 2023 and held it in 2 quarters.
MONECO Advisors's Dollar General position peaked at $308K in Q1 2023.
1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on MONECO Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.