Seven Springs Wealth Group’s Dollar General DG Stock Holding History

Seven Springs Wealth 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 Q3	–	Sell	-2,231	Closed	-$548K	–	59
2022 Q2	$548K	Hold	2,231	–	–	0.27%	38
2022 Q1	$497K	Hold	2,231	–	–	0.24%	41
2021 Q4	$526K	Sell	2,231 -958	-30%	-$212K	0.24%	39
2021 Q3	$677K	Hold	3,189	–	–	0.33%	32
2021 Q2	$690K	Buy	+3,189	New	+$670K	0.3%	34
2021 Q1	–	Sell	-15	Closed	-$3K	–	162
2020 Q4	$3K	Buy	+15	New	+$3.2K	﹤0.01%	149
2020 Q2	–	Sell	-4,841	Closed	-$731K	–	135
2020 Q1	$731K	Buy	4,841 +2,181	+82%	+$337K	0.52%	17
2019 Q4	$415K	Buy	+2,660	New	+$422K	0.28%	34

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seven Springs Wealth Group's DG Position: Q3 2022 in Review

Seven Springs Wealth Group sold out of Dollar General (DG) in Q3 2022, closing a stake of 2,231 shares — an estimated $548K sold.

Seven Springs Wealth Group first reported a position in DG in Q4 2019 and held it in 8 quarters. The position peaked at $731K in Q1 2020. 1,262 funds tracked by Wall St. Rank hold DG as of Q3 2022.

Seven Springs Wealth Group reported no remaining Dollar General position as of Q3 2022 after selling out during the quarter.
Seven Springs Wealth Group sold 2,231 Dollar General shares in Q3 2022, an estimated $548K.
Seven Springs Wealth Group first reported a position in Dollar General in Q4 2019 and held it in 8 quarters.
Seven Springs Wealth Group's Dollar General position peaked at $731K in Q1 2020.
1,262 funds tracked by Wall St. Rank held Dollar General as of Q3 2022.

Based on Seven Springs Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.