Congress Wealth Management LLC / DE / »

Dollar General shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Dollar General (DG) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Dollar General

Tip: Access up to 7 years of quarterly data

All positions including Dollar General held by Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2023-06-30 $335k 2.0k 169.87
2023-03-31 $11M 54k 210.46
2022-12-31 $13M 52k 246.26
2022-09-30 $12M 51k 239.87
2022-06-30 $12M 50k 245.44
2022-03-31 $11M 51k 222.65
2021-12-31 $23M 97k 235.83

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Dollar General

Vanguard Group
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Goldman Sachs Group
Alecta Pensionsforsakring, Omsesidigt
Squarepoint Ops
Holocene Advisors
Legal & General Group
Bank of America Corporation
Alyeska Investment Group
Jane Street
Bank of New York Mellon
Fiduciary Management
Barclays

View all funds holding Dollar General