EverSource Wealth Advisors »

Dollar General shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Dollar General (DG) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Dollar General

Tip: Access up to 7 years of quarterly data

All positions including Dollar General held by EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $512k 3.8k 135.95
2023-09-30 $383k 3.6k 105.80
2023-06-30 $7.1M 42k 169.78
2023-03-31 $7.4M 35k 210.46
2022-12-31 $7.2M 29k 246.25
2022-09-30 $537k 2.3k 238.49
2022-06-30 $647k 2.6k 245.12
2022-03-31 $559k 2.5k 224.24
2021-12-31 $448k 1.9k 236.36

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Dollar General

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

View all funds holding Dollar General