West Oak Capital’s Dollar General DG Stock Holding History

West Oak Capital’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
2021 Q1	–	Sell	-100	Closed	-$21K	–	348
2020 Q4	$21K	Buy	+100	New	+$21.4K	0.01%	216

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

West Oak Capital's DG Position: Q1 2021 in Review

West Oak Capital sold out of Dollar General (DG) in Q1 2021, closing a stake of 100 shares — an estimated $21K sold.

West Oak Capital first reported a position in DG in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 1,170 funds tracked by Wall St. Rank hold DG as of Q1 2021.

West Oak Capital reported no remaining Dollar General position as of Q1 2021 after selling out during the quarter.
West Oak Capital sold 100 Dollar General shares in Q1 2021, an estimated $21K.
West Oak Capital first reported a position in Dollar General in Q4 2020 and held it in 1 quarter.
West Oak Capital's Dollar General position peaked at $21K in Q4 2020.
1,170 funds tracked by Wall St. Rank held Dollar General as of Q1 2021.

Based on West Oak Capital's 13F filing for Q1 2021, filed 13 Apr 2021.