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Teamwork Financial Advisors’s Dollar General DG Stock Holding History

Teamwork Financial 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
2022
Q4 		– Sell
-15,575
Closed -$3.74M – 198
2022
Q3 		$3.74M Buy
15,575
+8,546
+122% +$2.11M 0.81% 25
2022
Q2 		$1.73M Buy
+7,029
New +$1.64M 0.38% 55
2020
Q4 		– Sell
-1,322
Closed -$277K – 199
2020
Q3 		$277K Sell
1,322
-132
-9% -$26K 0.09% 148
2020
Q2 		$277K Sell
1,454
-66
-4% -$11.9K 0.1% 154
2020
Q1 		$229K Sell
1,520
-904
-37% -$140K 0.14% 100
2019
Q4 		$378K Buy
+2,424
New +$385K 0.23% 83

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Teamwork Financial Advisors's DG Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of Dollar General (DG) in Q4 2022, closing a stake of 15,575 shares — an estimated $3.74M sold.

Teamwork Financial Advisors first reported a position in DG in Q4 2019 and held it in 6 quarters. The position peaked at $3.74M in Q3 2022. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • Teamwork Financial Advisors reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 15,575 Dollar General shares in Q4 2022, an estimated $3.74M.
  • Teamwork Financial Advisors first reported a position in Dollar General in Q4 2019 and held it in 6 quarters.
  • Teamwork Financial Advisors's Dollar General position peaked at $3.74M in Q3 2022.
  • 1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.