True Link Financial Advisors’s Dollar General DG Stock Holding History

True Link 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
2023 Q2	–	Sell	-1,150	Closed	-$242K	–	116
2023 Q1	$242K	Hold	1,150	–	–	0.03%	112
2022 Q4	$283K	Hold	1,150	–	–	0.04%	107
2022 Q3	$276K	Sell	1,150 -18	-2%	-$4.44K	0.04%	116
2022 Q2	$287K	Hold	1,168	–	–	0.04%	110
2022 Q1	$260K	Hold	1,168	–	–	0.04%	112
2021 Q4	$275K	Hold	1,168	–	–	0.04%	186
2021 Q3	$248K	Hold	1,168	–	–	0.03%	187
2021 Q2	$253K	Buy	1,168 +18	+2%	+$3.78K	0.04%	151
2021 Q1	$233K	Hold	1,150	–	–	0.03%	204
2020 Q4	$242K	Buy	+1,150	New	+$246K	0.04%	211

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

True Link Financial Advisors's DG Position: Q2 2023 in Review

True Link Financial Advisors sold out of Dollar General (DG) in Q2 2023, closing a stake of 1,150 shares — an estimated $242K sold.

True Link Financial Advisors first reported a position in DG in Q4 2020 and held it in 10 quarters. The position peaked at $287K in Q2 2022. 1,163 funds tracked by Wall St. Rank hold DG as of Q2 2023.

True Link Financial Advisors reported no remaining Dollar General position as of Q2 2023 after selling out during the quarter.
True Link Financial Advisors sold 1,150 Dollar General shares in Q2 2023, an estimated $242K.
True Link Financial Advisors first reported a position in Dollar General in Q4 2020 and held it in 10 quarters.
True Link Financial Advisors's Dollar General position peaked at $287K in Q2 2022.
1,163 funds tracked by Wall St. Rank held Dollar General as of Q2 2023.

Based on True Link Financial Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.