Selective Wealth Management’s Dollar General DG Stock Holding History

Selective 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
2022 Q4	–	Sell	-705	Closed	-$169K	–	244
2022 Q3	$169K	Hold	705	–	–	0.07%	148
2022 Q2	$173K	Buy	705 +200	+40%	+$46.7K	0.06%	155
2022 Q1	$112K	Hold	505	–	–	0.04%	193
2021 Q4	$119K	Hold	505	–	–	0.05%	179
2021 Q3	$107K	Hold	505	–	–	0.06%	172
2021 Q2	$109K	Buy	505 +205	+68%	+$43.1K	0.09%	111
2021 Q1	$61K	Buy	300 +200	+200%	+$39.7K	0.06%	113
2020 Q4	$21K	Hold	100	–	–	0.01%	180
2020 Q3	$21K	Sell	100 -18	-15%	-$3.54K	0.02%	152
2020 Q2	$22K	Buy	118 +100	+556%	+$18.1K	0.02%	166
2020 Q1	$3K	Hold	18	–	–	﹤0.01%	239
2019 Q4	$3K	Hold	18	–	–	﹤0.01%	255
2019 Q3	$3K	Buy	+18	New	+$2.6K	﹤0.01%	261

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

Selective Wealth Management's DG Position: Q4 2022 in Review

Selective Wealth Management sold out of Dollar General (DG) in Q4 2022, closing a stake of 705 shares — an estimated $169K sold.

Selective Wealth Management first reported a position in DG in Q3 2019 and held it in 13 quarters. The position peaked at $173K in Q2 2022. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

Selective Wealth Management reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 705 Dollar General shares in Q4 2022, an estimated $169K.
Selective Wealth Management first reported a position in Dollar General in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Dollar General position peaked at $173K in Q2 2022.
1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.