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SYSTM Wealth Solutions’s Dollar General DG Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-211
Closed -$27.9K – 237
2024
Q2 		$27.9K Sell
211
-2,664
-93% -$372K 0.01% 328
2024
Q1 		$449K Buy
2,875
+1,031
+56% +$147K 0.06% 291
2023
Q4 		$251K Buy
+1,844
New +$224K 0.03% 352
2023
Q3 		– Sell
-9,251
Closed -$1.57M – 470
2023
Q2 		$1.57M Buy
9,251
+2,713
+41% +$536K 0.21% 132
2023
Q1 		$1.38M Sell
6,538
-297
-4% -$66.7K 0.21% 128
2022
Q4 		$1.68M Buy
+6,835
New +$1.69M 0.21% 137

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

SYSTM Wealth Solutions's DG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Dollar General (DG) in Q3 2024, closing a stake of 211 shares — an estimated $27.9K sold.

SYSTM Wealth Solutions first reported a position in DG in Q4 2022 and held it in 6 quarters. The position peaked at $1.68M in Q4 2022. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 211 Dollar General shares in Q3 2024, an estimated $27.9K.
  • SYSTM Wealth Solutions first reported a position in Dollar General in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Dollar General position peaked at $1.68M in Q4 2022.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.