Syverson Strege & Co’s Dollar General DG Stock Holding History

Syverson Strege & Co’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	-3	Closed	-$547	–	206
2023 Q1	$547	Hold	3	–	–	﹤0.01%	633
2022 Q4	$640	Buy	+3	New	+$742	﹤0.01%	287

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

Syverson Strege & Co's DG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Dollar General (DG) in Q2 2023, closing a stake of 3 shares — an estimated $547 sold.

Syverson Strege & Co first reported a position in DG in Q4 2022 and held it in 2 quarters. The position peaked at $640 in Q4 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

Syverson Strege & Co reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 3 Dollar General shares in Q2 2023, an estimated $547.
Syverson Strege & Co first reported a position in Dollar General in Q4 2022 and held it in 2 quarters.
Syverson Strege & Co's Dollar General position peaked at $640 in Q4 2022.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.