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Polaris Wealth Advisory Group’s Dollar General DG Stock Holding History

Polaris Wealth Advisory Group’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
-50,229
Closed -$12M – 179
2022
Q3 		$12M Buy
+50,229
New +$12.4M 1% 37
2019
Q4 		– Sell
-188,063
Closed -$29.6M – 160
2019
Q3 		$29.6M Buy
+188,063
New +$27.2M 2.42% 9
2016
Q2 		– Sell
-171,135
Closed -$14.6M – 111
2016
Q1 		$14.6M Buy
+171,135
New +$13M 2.29% 10

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's DG Position: Q4 2022 in Review

Polaris Wealth Advisory Group sold out of Dollar General (DG) in Q4 2022, closing a stake of 50,229 shares — an estimated $12M sold.

Polaris Wealth Advisory Group first reported a position in DG in Q1 2016 and held it in 3 quarters. The position peaked at $29.6M in Q3 2019. 1,275 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • Polaris Wealth Advisory Group reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 50,229 Dollar General shares in Q4 2022, an estimated $12M.
  • Polaris Wealth Advisory Group first reported a position in Dollar General in Q1 2016 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Dollar General position peaked at $29.6M in Q3 2019.
  • 1,275 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.