Atticus Wealth Management’s Dollar General DG Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-78	Closed	-$8.92K	–	303
2025 Q2	$8.92K	Hold	78	–	–	﹤0.01%	487
2025 Q1	$6.86K	Hold	78	–	–	﹤0.01%	406
2024 Q4	$5.91K	Hold	78	–	–	﹤0.01%	421
2024 Q3	$6.6K	Hold	78	–	–	﹤0.01%	419
2024 Q2	$10.3K	Hold	78	–	–	﹤0.01%	381
2024 Q1	$12.2K	Hold	78	–	–	﹤0.01%	375
2023 Q4	$10.6K	Hold	78	–	–	﹤0.01%	398
2023 Q3	$8.25K	Hold	78	–	–	﹤0.01%	425
2023 Q2	$13.2K	Hold	78	–	–	﹤0.01%	375
2023 Q1	$16.4K	Sell	78 -219	-74%	-$49.2K	0.01%	335
2022 Q4	$73.1K	Sell	297 -5	-2%	-$1.24K	0.03%	209
2022 Q3	$74K	Hold	302	–	–	0.04%	195
2022 Q2	$74K	Buy	302 +297	+5,940%	+$69.3K	0.03%	215
2022 Q1	$1K	Buy	+5	New	+$1.06K	﹤0.01%	552
2021 Q3	–	Sell	-6	Closed	-$1K	–	416
2021 Q2	$1K	Sell	6 -13	-68%	-$2.73K	﹤0.01%	363
2021 Q1	$4K	Sell	19 -566	-97%	-$112K	﹤0.01%	311
2020 Q4	$123K	Buy	585 +579	+9,650%	+$124K	0.06%	141
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	303
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	287
2020 Q1	$1K	Sell	6 -2	-25%	-$309	﹤0.01%	287
2019 Q4	$1K	Buy	+8	New	+$1.27K	﹤0.01%	314

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Atticus Wealth Management's DG Position: Q3 2025 in Review

Atticus Wealth Management sold out of Dollar General (DG) in Q3 2025, closing a stake of 78 shares — an estimated $8.92K sold.

Atticus Wealth Management first reported a position in DG in Q4 2019 and held it in 21 quarters. The position peaked at $123K in Q4 2020. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

Atticus Wealth Management reported no remaining Dollar General position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 78 Dollar General shares in Q3 2025, an estimated $8.92K.
Atticus Wealth Management first reported a position in Dollar General in Q4 2019 and held it in 21 quarters.
Atticus Wealth Management's Dollar General position peaked at $123K in Q4 2020.
1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.