Shine Investment Advisory Services’s Dollar General DG Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$13K	Hold	64	–	–	﹤0.01%	510
2020 Q2	$12K	Sell	64 -285	-82%	-$51.6K	﹤0.01%	528
2020 Q1	$53K	Sell	349 -16	-4%	-$2.47K	0.02%	256
2019 Q4	$57K	Sell	365 -106	-23%	-$16.8K	0.02%	290
2019 Q3	$75K	Buy	471 +70	+17%	+$10.1K	0.04%	227
2019 Q2	$54K	Buy	401 +27	+7%	+$3.41K	0.03%	285
2019 Q1	$45K	Sell	374 -41	-10%	-$4.77K	0.02%	322
2018 Q4	$45K	Buy	415 +44	+12%	+$4.76K	0.02%	295
2018 Q3	$41K	Buy	371 +75	+25%	+$7.8K	0.02%	333
2018 Q2	$29K	Buy	+296	New	+$28.5K	0.01%	391
2017 Q3	–	Sell	-311	Closed	-$22K	–	667
2017 Q2	$22K	Buy	+311	New	+$22.4K	0.01%	415

Other funds holding DG

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Shine Investment Advisory Services's DG Position: Q3 2020 in Review

Shine Investment Advisory Services held its Dollar General (DG) position steady in Q3 2020 at 64 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Shine Investment Advisory Services first reported a position in DG in Q2 2017 and has held it in 11 quarters since. The position peaked at $75K in Q3 2019. 1,124 funds tracked by Wall St. Rank hold DG as of Q3 2020.

Shine Investment Advisory Services held 64 shares of Dollar General worth $13K as of Q3 2020.
Shine Investment Advisory Services left its Dollar General share count unchanged in Q3 2020.
Dollar General made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #510 holding.
Shine Investment Advisory Services first reported a position in Dollar General in Q2 2017 and has held it in 11 quarters since.
Shine Investment Advisory Services's Dollar General position peaked at $75K in Q3 2019.
1,124 funds tracked by Wall St. Rank held Dollar General as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.