Burkett Financial Services »

Dollar General shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Dollar General (DG) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Dollar General

Tip: Access up to 7 years of quarterly data

All positions including Dollar General held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dollar General by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3k 27 85.48
2024-06-30 $26k 193 132.27
2024-03-31 $30k 192 156.28
2023-12-31 $26k 191 136.25

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Dollar General

Vanguard Group
T. Rowe Price Associates
BlackRock
BlackRock
Capital Research and Management Company - Division 3
Pzena Investment Management
State Street Corporation
Capital World Investors
Geode Capital Management
Susquehanna International
Morgan Stanley
Citadel Advisors
Longview Partners
Barclays
Invesco

View all funds holding Dollar General