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YorkBridge Wealth Partners’s Dollar General DG Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-1,853
Closed -$444K – 262
2022
Q3 		$444K Sell
1,853
-269
-13% -$66.4K 0.11% 126
2022
Q2 		$521K Sell
2,122
-38
-2% -$8.87K 0.14% 122
2022
Q1 		$481K Buy
2,160
+302
+16% +$64.2K 0.11% 142
2021
Q4 		$438K Buy
+1,858
New +$410K 0.1% 168
2021
Q1 		– Sell
-13,473
Closed -$2.83M – 242
2020
Q4 		$2.83M Buy
13,473
+672
+5% +$144K 0.95% 31
2020
Q3 		$2.68M Buy
12,801
+1,386
+12% +$273K 1.13% 25
2020
Q2 		$2.17M Buy
11,415
+2,030
+22% +$367K 0.99% 30
2020
Q1 		$1.42M Sell
9,385
-3,955
-30% -$611K 0.87% 38
2019
Q4 		$2.08M Buy
13,340
+79
+0.6% +$12.5K 0.95% 30
2019
Q3 		$2.11M Buy
13,261
+252
+2% +$36.5K 1.06% 24
2019
Q2 		$1.76M Sell
13,009
-2,277
-15% -$288K 0.78% 33
2019
Q1 		$1.82M Buy
15,286
+744
+5% +$86.5K 0.84% 33
2018
Q4 		$1.57M Buy
14,542
+117
+0.8% +$12.7K 0.83% 30
2018
Q3 		$1.58M Buy
14,425
+233
+2% +$24.2K 0.72% 37
2018
Q2 		$1.4M Buy
14,192
+1,857
+15% +$179K 0.61% 42
2018
Q1 		$1.2M Buy
12,335
+3,142
+34% +$302K 0.55% 47
2017
Q4 		$881K Buy
9,193
+26
+0.3% +$2.23K 0.43% 64
2017
Q3 		$743K Sell
9,167
-454
-5% -$34K 0.39% 67
2017
Q2 		$692K Buy
9,621
+247
+3% +$17.8K 0.37% 73
2017
Q1 		$692K Sell
9,374
-575
-6% -$42.1K 0.36% 73
2016
Q4 		$797K Buy
+9,949
New +$726K 0.47% 58

Other funds holding DG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YorkBridge Wealth Partners's DG Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Dollar General (DG) in Q4 2022, closing a stake of 1,853 shares — an estimated $444K sold.

YorkBridge Wealth Partners first reported a position in DG in Q4 2016 and held it in 21 quarters. The position peaked at $2.83M in Q4 2020. 1,274 funds tracked by Wall St. Rank hold DG as of Q4 2022.

  • YorkBridge Wealth Partners reported no remaining Dollar General position as of Q4 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,853 Dollar General shares in Q4 2022, an estimated $444K.
  • YorkBridge Wealth Partners first reported a position in Dollar General in Q4 2016 and held it in 21 quarters.
  • YorkBridge Wealth Partners's Dollar General position peaked at $2.83M in Q4 2020.
  • 1,274 funds tracked by Wall St. Rank held Dollar General as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.