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Obermeyer Wealth Partners’s Dollar General DG Stock Holding History

Obermeyer Wealth Partners’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
2024
Q2 		– Sell
-2,338
Closed -$365K – 249
2024
Q1 		$365K Hold
2,338
– – 0.02% 170
2023
Q4 		$318K Buy
+2,338
New +$284K 0.02% 166
2023
Q3 		– Sell
-1,477
Closed -$251K – 219
2023
Q2 		$251K Sell
1,477
-134,263
-99% -$26.5M 0.02% 181
2023
Q1 		$28.8M Sell
135,740
-1,907
-1% -$428K 2.15% 23
2022
Q4 		$33.9M Buy
137,647
+180
+0.1% +$44.5K 2.56% 18
2022
Q3 		$33M Buy
137,467
+349
+0.3% +$86.1K 2.67% 14
2022
Q2 		$33.7M Buy
+137,118
New +$32M 2.47% 20

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Obermeyer Wealth Partners's DG Position: Q2 2024 in Review

Obermeyer Wealth Partners sold out of Dollar General (DG) in Q2 2024, closing a stake of 2,338 shares — an estimated $365K sold.

Obermeyer Wealth Partners first reported a position in DG in Q2 2022 and held it in 7 quarters. The position peaked at $33.9M in Q4 2022. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Obermeyer Wealth Partners reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,338 Dollar General shares in Q2 2024, an estimated $365K.
  • Obermeyer Wealth Partners first reported a position in Dollar General in Q2 2022 and held it in 7 quarters.
  • Obermeyer Wealth Partners's Dollar General position peaked at $33.9M in Q4 2022.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2024, filed 1 Aug 2024.