Oxinas Partners Wealth Management’s Dollar General DG Stock Holding History

Oxinas Partners Wealth 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	-3,772	Closed	-$794K	–	126
2023 Q1	$794K	Buy	3,772 +1	+0%	+$224	0.57%	49
2022 Q4	$929K	Buy	3,771 +1	+0%	+$247	0.78%	37
2022 Q3	$904K	Buy	3,770 +251	+7%	+$61.9K	0.75%	35
2022 Q2	$864K	Hold	3,519	–	–	0.66%	41
2022 Q1	$783K	Buy	3,519 +251	+8%	+$53.3K	0.49%	51
2021 Q4	$771K	Buy	3,268 +701	+27%	+$155K	0.44%	59
2021 Q3	$545K	Sell	2,567 -102	-4%	-$23K	0.32%	79
2021 Q2	$578K	Hold	2,669	–	–	0.33%	78
2021 Q1	$541K	Hold	2,669	–	–	0.34%	76
2020 Q4	$561K	Buy	+2,669	New	+$570K	0.42%	61

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

Oxinas Partners Wealth Management's DG Position: Q2 2023 in Review

Oxinas Partners Wealth Management sold out of Dollar General (DG) in Q2 2023, closing a stake of 3,772 shares — an estimated $794K sold.

Oxinas Partners Wealth Management first reported a position in DG in Q4 2020 and held it in 10 quarters. The position peaked at $929K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

Oxinas Partners Wealth Management reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
Oxinas Partners Wealth Management sold 3,772 Dollar General shares in Q2 2023, an estimated $794K.
Oxinas Partners Wealth Management first reported a position in Dollar General in Q4 2020 and held it in 10 quarters.
Oxinas Partners Wealth Management's Dollar General position peaked at $929K in Q4 2022.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.