Summit Wealth Group’s Dollar General DG Stock Holding History

Summit 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
2023 Q2	–	Sell	-14,101	Closed	–	–	126
2023 Q1	$0	Buy	+14,101	New	+$3.17M	﹤0.01%	179

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Summit Wealth Group's DG Position: Q2 2023 in Review

Summit Wealth Group sold out of Dollar General (DG) in Q2 2023, closing a stake of 14,101 shares.

Summit Wealth Group first reported a position in DG in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

Summit Wealth Group reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 14,101 Dollar General shares in Q2 2023.
Summit Wealth Group first reported a position in Dollar General in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Dollar General position peaked at $0 in Q1 2023.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.