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Peterson Wealth Services’s Dollar General DG Stock Holding History

Peterson Wealth Services’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
-12,640
Closed -$2.14M – 70
2023
Q2 		$2.14M Buy
12,640
+1,129
+10% +$223K 1.03% 34
2023
Q1 		$2.42M Buy
11,511
+236
+2% +$53K 1.25% 27
2022
Q4 		$2.78M Buy
11,275
+103
+0.9% +$25.5K 1.59% 17
2022
Q3 		$2.68M Buy
11,172
+94
+0.8% +$23.2K 1.9% 17
2022
Q2 		$2.72M Sell
11,078
-2
-0% -$467 1.96% 18
2022
Q1 		$2.47M Buy
11,080
+1,948
+21% +$414K 1.52% 26
2021
Q4 		$2.15M Buy
+9,132
New +$2.02M 1.43% 30

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peterson Wealth Services's DG Position: Q3 2023 in Review

Peterson Wealth Services sold out of Dollar General (DG) in Q3 2023, closing a stake of 12,640 shares — an estimated $2.14M sold.

Peterson Wealth Services first reported a position in DG in Q4 2021 and held it in 7 quarters. The position peaked at $2.78M in Q4 2022. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Peterson Wealth Services reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Peterson Wealth Services sold 12,640 Dollar General shares in Q3 2023, an estimated $2.14M.
  • Peterson Wealth Services first reported a position in Dollar General in Q4 2021 and held it in 7 quarters.
  • Peterson Wealth Services's Dollar General position peaked at $2.78M in Q4 2022.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Peterson Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.