RWB
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RMR Wealth Builders’s Dollar General DG Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-542
Closed -$110K – 295
2021
Q1 		$110K Buy
542
+9
+2% +$1.79K 0.03% 259
2020
Q4 		$112K Buy
+533
New +$114K 0.06% 197
2020
Q3 		– Sell
-732
Closed -$139K – 285
2020
Q2 		$139K Buy
+732
New +$132K 0.12% 140
2019
Q4 		$143K Buy
+918
New +$146K 0.14% 143

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

RMR Wealth Builders's DG Position: Q2 2021 in Review

RMR Wealth Builders sold out of Dollar General (DG) in Q2 2021, closing a stake of 542 shares — an estimated $110K sold.

RMR Wealth Builders first reported a position in DG in Q4 2019 and held it in 4 quarters. The position peaked at $143K in Q4 2019. 1,142 funds tracked by Wall St. Rank hold DG as of Q2 2021.

  • RMR Wealth Builders reported no remaining Dollar General position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 542 Dollar General shares in Q2 2021, an estimated $110K.
  • RMR Wealth Builders first reported a position in Dollar General in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Dollar General position peaked at $143K in Q4 2019.
  • 1,142 funds tracked by Wall St. Rank held Dollar General as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.