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Advisor Resource Council’s Dollar General DG Stock Holding History

Advisor Resource Council’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
-1,984
Closed -$270K – 100
2024
Q1 		$270K Buy
+1,984
New +$282K 0.11% 182
2023
Q4 		– Sell
-2,784
Closed -$295K – 492
2023
Q3 		$295K Buy
2,784
+3
+0.1% +$447 0.15% 109
2023
Q2 		$472K Sell
2,781
-6,802
-71% -$1.34M 0.21% 82
2023
Q1 		$2.1M Buy
9,583
+5,364
+127% +$1.2M 0.53% 44
2022
Q4 		$1.04M Buy
4,219
+394
+10% +$97.4K 0.5% 38
2022
Q3 		$917K Sell
3,825
-4,194
-52% -$1.03M 0.62% 40
2022
Q2 		$1.97M Buy
8,019
+943
+13% +$220K 0.18% 124
2022
Q1 		$1.57M Sell
7,076
-1,166
-14% -$248K 0.47% 61
2021
Q4 		$1.94M Buy
8,242
+636
+8% +$140K 0.15% 145
2021
Q3 		$1.61M Buy
7,606
+228
+3% +$51.5K 0.49% 56
2021
Q2 		$1.6M Buy
+7,378
New +$1.55M 0.17% 138

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

Advisor Resource Council's DG Position: Q2 2024 in Review

Advisor Resource Council sold out of Dollar General (DG) in Q2 2024, closing a stake of 1,984 shares — an estimated $270K sold.

Advisor Resource Council first reported a position in DG in Q2 2021 and held it in 11 quarters. The position peaked at $2.1M in Q1 2023. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Advisor Resource Council reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • Advisor Resource Council sold 1,984 Dollar General shares in Q2 2024, an estimated $270K.
  • Advisor Resource Council first reported a position in Dollar General in Q2 2021 and held it in 11 quarters.
  • Advisor Resource Council's Dollar General position peaked at $2.1M in Q1 2023.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Advisor Resource Council's 13F filing for Q2 2024, filed 15 Jul 2024.