TD Ameritrade Investment Management’s Dollar General DG Stock Holding History

TD Ameritrade Investment 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
2023 Q2	–	Sell	-40	Closed	-$8K	–	557
2023 Q1	$8K	Hold	40	–	–	﹤0.01%	398
2022 Q4	$10K	Sell	40 -63	-61%	-$15.6K	﹤0.01%	386
2022 Q3	$25K	Hold	103	–	–	﹤0.01%	321
2022 Q2	$25K	Sell	103 -13	-11%	-$3.04K	﹤0.01%	364
2022 Q1	$26K	Buy	116 +15	+15%	+$3.19K	﹤0.01%	400
2021 Q4	$24K	Hold	101	–	–	﹤0.01%	399
2021 Q3	$21K	Buy	101 +5	+5%	+$1.13K	﹤0.01%	384
2021 Q2	$21K	Sell	96 -5	-5%	-$1.05K	﹤0.01%	392
2021 Q1	$21K	Hold	101	–	–	﹤0.01%	397
2020 Q4	$21K	Hold	101	–	–	﹤0.01%	397
2020 Q3	$21K	Buy	101 +6	+6%	+$1.18K	﹤0.01%	384
2020 Q2	$18K	Hold	95	–	–	﹤0.01%	380
2020 Q1	$14K	Sell	95 -16	-14%	-$2.47K	﹤0.01%	384
2019 Q4	$17K	Buy	111 +74	+200%	+$11.7K	﹤0.01%	403
2019 Q3	$6K	Buy	37 +26	+236%	+$3.76K	﹤0.01%	495
2019 Q2	$1K	Buy	+11	New	+$1.39K	﹤0.01%	597

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

TD Ameritrade Investment Management's DG Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Dollar General (DG) in Q2 2023, closing a stake of 40 shares — an estimated $8K sold.

TD Ameritrade Investment Management first reported a position in DG in Q2 2019 and held it in 16 quarters. The position peaked at $26K in Q1 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

TD Ameritrade Investment Management reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 40 Dollar General shares in Q2 2023, an estimated $8K.
TD Ameritrade Investment Management first reported a position in Dollar General in Q2 2019 and held it in 16 quarters.
TD Ameritrade Investment Management's Dollar General position peaked at $26K in Q1 2022.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.