Squar Milner Financial Services’s Dollar General DG Stock Holding History

Squar Milner Financial 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	–	Sell	-2,977	Closed	-$567K	–	48
2020 Q2	$567K	Buy	2,977 +736	+33%	+$133K	0.32%	85
2020 Q1	$338K	Buy	2,241 +203	+10%	+$31.3K	0.2%	111
2019 Q4	$317K	Sell	2,038 -1,040	-34%	-$165K	0.16%	137
2019 Q3	$645K	Buy	3,078 +2,886	+1,503%	+$417K	0.33%	81
2019 Q2	$26K	Buy	192 +81	+73%	+$10.2K	0.02%	426
2019 Q1	$13K	Buy	111 +87	+363%	+$10.1K	0.01%	470
2018 Q4	$3K	Buy	24 +6	+33%	+$650	﹤0.01%	637
2018 Q3	$2K	Sell	18 -42	-70%	-$4.37K	﹤0.01%	719
2018 Q2	$6K	Buy	+60	New	+$5.77K	0.01%	662

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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 $298B AUM 21.96% 1-Year Est. Return

Squar Milner Financial Services's DG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Dollar General (DG) in Q3 2020, closing a stake of 2,977 shares — an estimated $567K sold.

Squar Milner Financial Services first reported a position in DG in Q2 2018 and held it in 9 quarters. The position peaked at $645K in Q3 2019. 1,123 funds tracked by Wall St. Rank hold DG as of Q3 2020.

Squar Milner Financial Services reported no remaining Dollar General position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,977 Dollar General shares in Q3 2020, an estimated $567K.
Squar Milner Financial Services first reported a position in Dollar General in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Dollar General position peaked at $645K in Q3 2019.
1,123 funds tracked by Wall St. Rank held Dollar General as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.