Winslow Evans & Crocker’s Dollar General DG Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$34K	Buy	160 +50	+45%	+$10.7K	0.01%	674
2020 Q3	$23K	Hold	110	–	–	0.01%	598
2020 Q2	$21K	Hold	110	–	–	0.01%	604
2020 Q1	$18K	Hold	110	–	–	0.01%	587
2019 Q4	$18K	Hold	110	–	–	﹤0.01%	675
2019 Q3	$18K	Sell	110 -26	-19%	-$3.76K	0.01%	665
2019 Q2	$20K	Buy	136 +26	+24%	+$3.29K	0.01%	660
2019 Q1	$14K	Hold	110	–	–	﹤0.01%	735
2018 Q4	$12K	Hold	110	–	–	﹤0.01%	724
2018 Q3	$14K	Hold	110	–	–	﹤0.01%	730
2018 Q2	$12K	Hold	110	–	–	﹤0.01%	760
2018 Q1	$10.3K	Hold	110	–	–	﹤0.01%	781
2017 Q4	$10.2K	Hold	110	–	–	﹤0.01%	804
2017 Q3	$8.92K	Hold	110	–	–	﹤0.01%	839
2017 Q2	$7.93K	Hold	110	–	–	﹤0.01%	964
2017 Q1	$7.67K	Hold	110	–	–	﹤0.01%	945
2016 Q4	$8.15K	Hold	110	–	–	﹤0.01%	930
2016 Q3	$7.7K	Hold	110	–	–	﹤0.01%	968
2016 Q2	$10.3K	Hold	110	–	–	﹤0.01%	868
2016 Q1	$9.42K	Hold	110	–	–	﹤0.01%	895
2015 Q4	$7.91K	Hold	110	–	–	﹤0.01%	963
2015 Q3	$7.97K	Hold	110	–	–	﹤0.01%	938
2015 Q2	$8.55K	Hold	110	–	–	﹤0.01%	963
2015 Q1	$8.29K	Hold	110	–	–	﹤0.01%	930
2014 Q4	$7.78K	Hold	110	–	–	﹤0.01%	944
2014 Q3	$6.72K	Hold	110	–	–	﹤0.01%	999
2014 Q2	$6.31K	Hold	110	–	–	﹤0.01%	970
2014 Q1	$6.1K	Hold	110	–	–	﹤0.01%	973
2013 Q4	$7K	Buy	+110	New	+$6.46K	﹤0.01%	1021

Other funds holding DG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Winslow Evans & Crocker's DG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Dollar General (DG) stake by 45% in Q4 2020, buying an estimated $10.7K and bringing the position to 160 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #674.

Winslow Evans & Crocker first reported a position in DG in Q4 2013 and has held it in 29 quarters since. 1,196 funds tracked by Wall St. Rank hold DG as of Q4 2020.

Winslow Evans & Crocker held 160 shares of Dollar General worth $34K as of Q4 2020.
Winslow Evans & Crocker bought 50 Dollar General shares in Q4 2020, an estimated $10.7K.
Dollar General made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #674 holding.
Winslow Evans & Crocker first reported a position in Dollar General in Q4 2013 and has held it in 29 quarters since.
1,196 funds tracked by Wall St. Rank held Dollar General as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.