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Accredited Investors’s Dollar General DG Stock Holding History

Accredited Investors’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
2024
Q2 		– Sell
-1,529
Closed -$239K – 225
2024
Q1 		$239K Sell
1,529
-535
-26% -$76.1K 0.02% 187
2023
Q4 		$281K Buy
2,064
+22
+1% +$2.67K 0.02% 158
2023
Q3 		$216K Hold
2,042
– – 0.02% 174
2023
Q2 		$347K Hold
2,042
– – 0.02% 132
2023
Q1 		$430K Buy
2,042
+1,000
+96% +$224K 0.03% 118
2022
Q4 		$257K Hold
1,042
– – 0.02% 149
2022
Q3 		$250K Hold
1,042
– – 0.03% 148
2022
Q2 		$256K Sell
1,042
-4
-0.4% -$934 0.03% 150
2022
Q1 		$233K Buy
+1,046
New +$222K 0.02% 161

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Accredited Investors's DG Position: Q2 2024 in Review

Accredited Investors sold out of Dollar General (DG) in Q2 2024, closing a stake of 1,529 shares — an estimated $239K sold.

Accredited Investors first reported a position in DG in Q1 2022 and held it in 9 quarters. The position peaked at $430K in Q1 2023. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Accredited Investors reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • Accredited Investors sold 1,529 Dollar General shares in Q2 2024, an estimated $239K.
  • Accredited Investors first reported a position in Dollar General in Q1 2022 and held it in 9 quarters.
  • Accredited Investors's Dollar General position peaked at $430K in Q1 2023.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Accredited Investors's 13F filing for Q2 2024, filed 19 Jul 2024.