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Dollar General shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Dollar General (DG) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Dollar General

Tip: Access up to 7 years of quarterly data

All positions including Dollar General held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar General by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 102k 156.06
2023-12-31 $14M 103k 135.95
2023-09-30 $17M 163k 105.80
2023-06-30 $27M 158k 169.78
2023-03-31 $31M 149k 210.46
2022-12-31 $36M 147k 246.25
2022-09-30 $36M 149k 239.86
2022-06-30 $37M 152k 245.44
2022-03-31 $36M 160k 222.63
2021-12-31 $38M 159k 235.83
2021-09-30 $33M 154k 212.14
2021-06-30 $33M 151k 216.39
2021-03-31 $30M 147k 202.62
2020-12-31 $31M 147k 210.30
2020-09-30 $31M 149k 209.62
2020-06-30 $29M 152k 190.51
2020-03-31 $24M 160k 151.01
2019-12-31 $23M 145k 155.98
2019-09-30 $22M 136k 158.94
2019-06-30 $1.4M 11k 135.17
2019-03-31 $1.4M 12k 119.29
2018-12-31 $1.5M 14k 108.09
2018-09-30 $1.6M 14k 109.32
2018-06-30 $1.4M 14k 98.60
2018-03-31 $1.4M 15k 93.53
2017-12-31 $1.3M 14k 92.60
2017-09-30 $1.2M 15k 81.08
2017-06-30 $2.6M 36k 72.09
2017-03-31 $1.0M 15k 69.74
2016-12-31 $1.1M 14k 74.05
2016-09-30 $810k 12k 70.00
2016-06-30 $358k 3.8k 94.11
2015-06-30 $441k 5.7k 77.81
2015-03-31 $255k 3.5k 72.71

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding Dollar General

Vanguard Group
T. Rowe Price Associates
BlackRock
Geode Capital Management
Morgan Stanley
Susquehanna International
Citadel Advisors
Bank of America Corporation
Northern Trust
Royal London Asset Management
Goldman Sachs Group
Alecta Pensionsforsakring, Omsesidigt
Pzena Investment Management
Legal & General Group
Squarepoint Ops

View all funds holding Dollar General