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Sound Financial Strategies Group’s Dollar General DG Stock Holding History

Sound Financial Strategies 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
2020
Q4 		– Sell
-2,165
Closed -$454K – 91
2020
Q3 		$454K Sell
2,165
-34
-2% -$6.69K 0.29% 44
2020
Q2 		$419K Sell
2,199
-20
-0.9% -$3.62K 0.27% 48
2020
Q1 		$335K Sell
2,219
-6,804
-75% -$1.05M 0.23% 49
2019
Q4 		$1.41M Buy
+9,023
New +$1.43M 0.89% 36

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sound Financial Strategies Group's DG Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of Dollar General (DG) in Q4 2020, closing a stake of 2,165 shares — an estimated $454K sold.

Sound Financial Strategies Group first reported a position in DG in Q4 2019 and held it in 4 quarters. The position peaked at $1.41M in Q4 2019. 1,194 funds tracked by Wall St. Rank hold DG as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining Dollar General position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 2,165 Dollar General shares in Q4 2020, an estimated $454K.
  • Sound Financial Strategies Group first reported a position in Dollar General in Q4 2019 and held it in 4 quarters.
  • Sound Financial Strategies Group's Dollar General position peaked at $1.41M in Q4 2019.
  • 1,194 funds tracked by Wall St. Rank held Dollar General as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.