Wipfli Financial Advisors’s Dollar General DG Stock Holding History

Wipfli 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 Q3	$565K	Buy	+2,355	New	+$581K	0.04%	200

Other funds holding DG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's DG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dollar General (DG) in Q3 2022: 2,355 shares worth $565K. The stake represents 0.04% of the portfolio and ranks #200 among its holdings.

1,262 funds tracked by Wall St. Rank hold DG as of Q3 2022.

Wipfli Financial Advisors held 2,355 shares of Dollar General worth $565K as of Q3 2022.
Dollar General was a new Wipfli Financial Advisors position in Q3 2022.
Dollar General made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #200 holding.
1,262 funds tracked by Wall St. Rank held Dollar General as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.