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YHB Investment Advisors’s Dollar General DG Stock Holding History

YHB Investment 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
Q3 		– Sell
-1,261
Closed -$214K – 272
2023
Q2 		$214K Sell
1,261
-10,366
-89% -$2.05M 0.02% 268
2023
Q1 		$2.45M Buy
11,627
+120
+1% +$26.9K 0.25% 96
2022
Q4 		$2.83M Buy
11,507
+214
+2% +$52.9K 0.3% 90
2022
Q3 		$2.71M Sell
11,293
-134
-1% -$33.1K 0.3% 90
2022
Q2 		$2.81M Sell
11,427
-313
-3% -$73.1K 0.3% 85
2022
Q1 		$2.61M Sell
11,740
-958
-8% -$204K 0.23% 102
2021
Q4 		$3M Sell
12,698
-48
-0.4% -$10.6K 0.24% 100
2021
Q3 		$2.7M Sell
12,746
-98
-0.8% -$22.1K 0.23% 106
2021
Q2 		$2.78M Buy
12,844
+148
+1% +$31.1K 0.24% 107
2021
Q1 		$2.75M Buy
12,696
+3,205
+34% +$636K 0.24% 108
2020
Q4 		$2M Buy
9,491
+455
+5% +$97.2K 0.19% 114
2020
Q3 		$1.89M Buy
+9,036
New +$1.78M 0.21% 108

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

YHB Investment Advisors's DG Position: Q3 2023 in Review

YHB Investment Advisors sold out of Dollar General (DG) in Q3 2023, closing a stake of 1,261 shares — an estimated $214K sold.

YHB Investment Advisors first reported a position in DG in Q3 2020 and held it in 12 quarters. The position peaked at $3M in Q4 2021. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • YHB Investment Advisors reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 1,261 Dollar General shares in Q3 2023, an estimated $214K.
  • YHB Investment Advisors first reported a position in Dollar General in Q3 2020 and held it in 12 quarters.
  • YHB Investment Advisors's Dollar General position peaked at $3M in Q4 2021.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on YHB Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.