Toth Financial Advisory’s Dollar General DG Stock Holding History

Toth Financial Advisory’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	-246	Closed	-$51.7K	–	803
2023 Q1	$51.7K	Buy	246 +1	+0.4%	+$224	0.01%	272
2022 Q4	$60.3K	Hold	245	–	–	0.01%	260
2022 Q3	$59K	Buy	+245	New	+$60.4K	0.01%	256
2022 Q2	–	Sell	-145	Closed	-$32K	–	713
2022 Q1	$32K	Buy	+145	New	+$30.8K	﹤0.01%	327
2020 Q3	–	Sell	-45	Closed	-$9K	–	559
2020 Q2	$9K	Hold	45	–	–	﹤0.01%	361
2020 Q1	$7K	Hold	45	–	–	﹤0.01%	297
2019 Q4	$7K	Hold	45	–	–	﹤0.01%	333
2019 Q3	$7K	Hold	45	–	–	﹤0.01%	335
2019 Q2	$6K	Hold	45	–	–	﹤0.01%	357
2019 Q1	$5K	Hold	45	–	–	﹤0.01%	344
2018 Q4	$5K	Buy	+45	New	+$4.87K	﹤0.01%	324

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

Toth Financial Advisory's DG Position: Q2 2023 in Review

Toth Financial Advisory sold out of Dollar General (DG) in Q2 2023, closing a stake of 246 shares — an estimated $51.7K sold.

Toth Financial Advisory first reported a position in DG in Q4 2018 and held it in 11 quarters. The position peaked at $60.3K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

Toth Financial Advisory reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 246 Dollar General shares in Q2 2023, an estimated $51.7K.
Toth Financial Advisory first reported a position in Dollar General in Q4 2018 and held it in 11 quarters.
Toth Financial Advisory's Dollar General position peaked at $60.3K in Q4 2022.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.