Monument Capital Management’s Dollar General DG Stock Holding History

Monument Capital Management’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 Q2	–	Sell	-8,861	Closed	-$1.86M	–	167
2023 Q1	$1.86M	Sell	8,861 -626	-7%	-$141K	0.62%	53
2022 Q4	$2.34M	Buy	9,487 +177	+2%	+$43.8K	0.8%	40
2022 Q3	$2.23M	Buy	9,310 +541	+6%	+$133K	0.84%	32
2022 Q2	$2.15M	Sell	8,769 -723	-8%	-$169K	0.81%	29
2022 Q1	$2.11M	Sell	9,492 -67	-0.7%	-$14.2K	0.69%	45
2021 Q4	$2.25M	Sell	9,559 -467	-5%	-$103K	0.7%	48
2021 Q3	$2.13M	Sell	10,026 -217	-2%	-$49K	0.72%	55
2021 Q2	$2.22M	Sell	10,243 -194	-2%	-$40.8K	0.77%	55
2021 Q1	$2.12M	Sell	10,437 -978	-9%	-$194K	0.85%	58
2020 Q4	$2.4M	Buy	11,415 +200	+2%	+$42.7K	1.11%	44
2020 Q3	$2.35M	Buy	+11,215	New	+$2.21M	1.24%	30

Other funds holding DG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Monument Capital Management's DG Position: Q2 2023 in Review

Monument Capital Management sold out of Dollar General (DG) in Q2 2023, closing a stake of 8,861 shares — an estimated $1.86M sold.

Monument Capital Management first reported a position in DG in Q3 2020 and held it in 11 quarters. The position peaked at $2.4M in Q4 2020. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

Monument Capital Management reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
Monument Capital Management sold 8,861 Dollar General shares in Q2 2023, an estimated $1.86M.
Monument Capital Management first reported a position in Dollar General in Q3 2020 and held it in 11 quarters.
Monument Capital Management's Dollar General position peaked at $2.4M in Q4 2020.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Monument Capital Management's 13F filing for Q2 2023, filed 18 Jul 2023.