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AGWCA
Annis Gardner Whiting Capital Advisors’s
Dollar General
DG
Stock Holding History
Annis Gardner Whiting Capital Advisors’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
2026
Q1
$18.3K
Sell
154
-39
-20%
-$5.56K
﹤0.01%
761
2025
Q4
$25.6K
Buy
193
+79
+69%
+$8.81K
﹤0.01%
621
2025
Q3
$11.8K
Sell
114
-187
-62%
-$20.5K
﹤0.01%
681
2025
Q2
$34.4K
Buy
301
+192
+176%
+$19.1K
0.01%
473
2025
Q1
$9.59K
Buy
109
+58
+114%
+$4.39K
﹤0.01%
548
2024
Q4
$3.87K
Hold
51
–
–
﹤0.01%
635
2024
Q3
$4.31K
Sell
51
-42
-45%
-$4.6K
﹤0.01%
648
2024
Q2
$12.3K
Sell
93
-90
-49%
-$12.6K
﹤0.01%
655
2024
Q1
$28.6K
Buy
183
+114
+165%
+$16.2K
0.01%
484
2023
Q4
$9.38K
Hold
69
–
–
﹤0.01%
484
2023
Q3
$7.3K
Buy
+69
New
+$10.3K
﹤0.01%
491
Other funds holding DG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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