Standard Family Office’s Dollar General DG Stock Holding History

Standard Family Office’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	-55	Closed	-$13K	–	121
2022 Q3	$13K	Buy	+55	New	+$13.6K	0.01%	232
2021 Q3	–	Sell	-6	Closed	-$1K	–	190
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	479
2021 Q1	$1K	Sell	6 -7	-54%	-$1.39K	﹤0.01%	511
2020 Q4	$3K	Buy	+13	New	+$2.78K	﹤0.01%	353

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

Standard Family Office's DG Position: Q4 2022 in Review

Standard Family Office sold out of Dollar General (DG) in Q4 2022, closing a stake of 55 shares — an estimated $13K sold.

Standard Family Office first reported a position in DG in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q3 2022. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

Standard Family Office reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 55 Dollar General shares in Q4 2022, an estimated $13K.
Standard Family Office first reported a position in Dollar General in Q4 2020 and held it in 4 quarters.
Standard Family Office's Dollar General position peaked at $13K in Q3 2022.
1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.