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Purus Wealth Management’s Dollar General DG Stock Holding History

Purus 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
Q3 		– Sell
-1,535
Closed -$261K – 116
2023
Q2 		$261K Sell
1,535
-6
-0.4% -$1.19K 0.17% 101
2023
Q1 		$324K Sell
1,541
-12
-0.8% -$2.69K 0.26% 77
2022
Q4 		$382K Hold
1,553
– – 0.35% 66
2022
Q3 		$373K Sell
1,553
-19
-1% -$4.69K 0.34% 67
2022
Q2 		$386K Hold
1,572
– – 0.34% 66
2022
Q1 		$350K Hold
1,572
– – 0.24% 80
2021
Q4 		$371K Sell
1,572
-26
-2% -$5.74K 0.23% 76
2021
Q3 		$339K Sell
1,598
-69
-4% -$15.6K 0.23% 69
2021
Q2 		$361K Sell
1,667
-174
-9% -$36.6K 0.26% 63
2021
Q1 		$373K Sell
1,841
-8
-0.4% -$1.59K 0.31% 58
2020
Q4 		$389K Buy
+1,849
New +$395K 0.35% 53

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

Purus Wealth Management's DG Position: Q3 2023 in Review

Purus Wealth Management sold out of Dollar General (DG) in Q3 2023, closing a stake of 1,535 shares — an estimated $261K sold.

Purus Wealth Management first reported a position in DG in Q4 2020 and held it in 11 quarters. The position peaked at $389K in Q4 2020. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Purus Wealth Management reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Purus Wealth Management sold 1,535 Dollar General shares in Q3 2023, an estimated $261K.
  • Purus Wealth Management first reported a position in Dollar General in Q4 2020 and held it in 11 quarters.
  • Purus Wealth Management's Dollar General position peaked at $389K in Q4 2020.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Purus Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.