Oxler Private Wealth’s Dollar General DG Stock Holding History

Oxler Private Wealth’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
2022 Q4	–	Sell	-4,390	Closed	-$1.05M	–	138
2022 Q3	$1.05M	Buy	4,390 +9	+0.2%	+$2.22K	0.59%	44
2022 Q2	$1.08M	Buy	4,381 +9	+0.2%	+$2.1K	0.52%	49
2022 Q1	$973K	Buy	4,372 +8	+0.2%	+$1.7K	0.44%	60
2021 Q4	$1.03M	Hold	4,364	–	–	0.43%	63
2021 Q3	$925K	Hold	4,364	–	–	0.41%	68
2021 Q2	$944K	Hold	4,364	–	–	0.41%	69
2021 Q1	$884K	Buy	4,364 +3,014	+223%	+$599K	0.45%	60
2020 Q4	$283K	Buy	+1,350	New	+$288K	0.16%	86

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Oxler Private Wealth's DG Position: Q4 2022 in Review

Oxler Private Wealth sold out of Dollar General (DG) in Q4 2022, closing a stake of 4,390 shares — an estimated $1.05M sold.

Oxler Private Wealth first reported a position in DG in Q4 2020 and held it in 8 quarters. The position peaked at $1.08M in Q2 2022. 1,275 funds tracked by Wall St. Rank hold DG as of Q4 2022.

Oxler Private Wealth reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 4,390 Dollar General shares in Q4 2022, an estimated $1.05M.
Oxler Private Wealth first reported a position in Dollar General in Q4 2020 and held it in 8 quarters.
Oxler Private Wealth's Dollar General position peaked at $1.08M in Q2 2022.
1,275 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.