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Sutton Wealth Advisors’s Dollar General DG Stock Holding History

Sutton Wealth Advisors’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
Q3 		$2.54K Sell
24
-15
-38% -$2.24K ﹤0.01% 689
2023
Q2 		$6.62K Sell
39
-2
-5% -$395 ﹤0.01% 522
2023
Q1 		$8.63K Sell
41
-19
-32% -$4.26K ﹤0.01% 449
2022
Q4 		$14.8K Buy
60
+4
+7% +$989 0.01% 814
2022
Q3 		$13.4K Hold
56
– – 0.01% 796
2022
Q2 		$13.7K Buy
56
+16
+40% +$3.73K 0.01% 798
2022
Q1 		$8.9K Buy
40
+5
+14% +$1.06K ﹤0.01% 962
2021
Q4 		$8.25K Hold
35
– – ﹤0.01% 991
2021
Q3 		$7.42K Sell
35
-1
-3% -$226 ﹤0.01% 1000
2021
Q2 		$7.79K Buy
36
+2
+6% +$420 ﹤0.01% 974
2021
Q1 		$6.89K Sell
34
-8
-19% -$1.59K ﹤0.01% 957
2020
Q4 		$8.83K Buy
42
+8
+24% +$1.71K ﹤0.01% 850
2020
Q3 		$7.13K Hold
34
– – ﹤0.01% 824
2020
Q2 		$6.48K Sell
34
-122
-78% -$22.1K ﹤0.01% 806
2020
Q1 		$23.6K Buy
156
+7
+5% +$1.08K 0.01% 433
2019
Q4 		$23.2K Hold
149
– – 0.01% 540
2019
Q3 		$23.7K Hold
149
– – 0.01% 528
2019
Q2 		$20.1K Buy
149
+5
+3% +$632 0.01% 582
2019
Q1 		$17.2K Buy
144
+7
+5% +$814 0.01% 632
2018
Q4 		$14.8K Buy
137
+125
+1,042% +$13.5K 0.01% 626
2018
Q3 		$1.31K Hold
12
– – ﹤0.01% 1024
2018
Q2 		$1.18K Hold
12
– – ﹤0.01% 1045
2018
Q1 		$1.12K Hold
12
– – ﹤0.01% 1038
2017
Q4 		$1.12K Hold
12
– – ﹤0.01% 1002
2017
Q3 		$973 Hold
12
– – ﹤0.01% 1000
2017
Q2 		$865 Sell
12
-12
-50% -$864 ﹤0.01% 1005
2017
Q1 		$1.67K Buy
24
+16
+200% +$1.17K ﹤0.01% 945
2016
Q4 		$593 Buy
+8
New +$584 ﹤0.01% 1003
2016
Q2 		– Sell
-155
Closed -$13.3K – 1034
2016
Q1 		$13.3K Buy
+155
New +$11.7K 0.01% 539

Other funds holding DG

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's DG Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Dollar General (DG) stake by 38% in Q3 2023, selling an estimated $2.24K and leaving 24 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Sutton Wealth Advisors first reported a position in DG in Q1 2016 and has held it in 29 quarters since. The position peaked at $23.7K in Q3 2019. 1,036 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Sutton Wealth Advisors held 24 shares of Dollar General worth $2.54K as of Q3 2023.
  • Sutton Wealth Advisors sold 15 Dollar General shares in Q3 2023, an estimated $2.24K.
  • Dollar General made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #689 holding.
  • Sutton Wealth Advisors first reported a position in Dollar General in Q1 2016 and has held it in 29 quarters since.
  • Sutton Wealth Advisors's Dollar General position peaked at $23.7K in Q3 2019.
  • 1,036 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.