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Taylor Hoffman Wealth Management’s Dollar General DG Stock Holding History

Taylor Hoffman Wealth Management’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
2020
Q3 		– Sell
-32
Closed -$6K – 177
2020
Q2 		$6K Buy
+32
New +$5.79K ﹤0.01% 316
2020
Q1 		– Sell
-32
Closed -$5K – 179
2019
Q4 		$5K Hold
32
– – ﹤0.01% 353
2019
Q3 		$5K Hold
32
– – ﹤0.01% 347
2019
Q2 		$4K Hold
32
– – ﹤0.01% 343
2019
Q1 		$4K Hold
32
– – ﹤0.01% 344
2018
Q4 		$3K Hold
32
– – ﹤0.01% 348
2018
Q3 		$3K Hold
32
– – ﹤0.01% 355
2018
Q2 		$3K Hold
32
– – ﹤0.01% 337
2018
Q1 		$3K Hold
32
– – ﹤0.01% 358
2017
Q4 		$3K Buy
+32
New +$2.75K ﹤0.01% 365

Other funds holding DG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return