XML Financial’s Dollar General DG Stock Holding History

XML Financial’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	–	Sell	-1,004	Closed	-$210K	–	215
2020 Q3	$210K	Buy	+1,004	New	+$197K	0.07%	175

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 $3.38T AUM 44.17% 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

XML Financial's DG Position: Q4 2020 in Review

XML Financial sold out of Dollar General (DG) in Q4 2020, closing a stake of 1,004 shares — an estimated $210K sold.

XML Financial first reported a position in DG in Q3 2020 and held it in 1 quarter. The position peaked at $210K in Q3 2020. 1,196 funds tracked by Wall St. Rank hold DG as of Q4 2020.

XML Financial reported no remaining Dollar General position as of Q4 2020 after selling out during the quarter.
XML Financial sold 1,004 Dollar General shares in Q4 2020, an estimated $210K.
XML Financial first reported a position in Dollar General in Q3 2020 and held it in 1 quarter.
XML Financial's Dollar General position peaked at $210K in Q3 2020.
1,196 funds tracked by Wall St. Rank held Dollar General as of Q4 2020.

Based on XML Financial's 13F filing for Q4 2020, filed 8 Feb 2021.