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Baron Wealth Management’s Dollar General DG Stock Holding History

Baron 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
2024
Q2 		– Sell
-2,247
Closed -$351K – 192
2024
Q1 		$351K Buy
2,247
+202
+10% +$28.7K 0.19% 95
2023
Q4 		$278K Buy
+2,045
New +$248K 0.15% 121
2023
Q3 		– Sell
-1,915
Closed -$325K – 143
2023
Q2 		$325K Buy
1,915
+195
+11% +$38.6K 0.21% 84
2023
Q1 		$362K Sell
1,720
-4
-0.2% -$898 0.26% 67
2022
Q4 		$425K Buy
+1,724
New +$426K 0.33% 51

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

Baron Wealth Management's DG Position: Q2 2024 in Review

Baron Wealth Management sold out of Dollar General (DG) in Q2 2024, closing a stake of 2,247 shares — an estimated $351K sold.

Baron Wealth Management first reported a position in DG in Q4 2022 and held it in 5 quarters. The position peaked at $425K in Q4 2022. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Baron Wealth Management reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • Baron Wealth Management sold 2,247 Dollar General shares in Q2 2024, an estimated $351K.
  • Baron Wealth Management first reported a position in Dollar General in Q4 2022 and held it in 5 quarters.
  • Baron Wealth Management's Dollar General position peaked at $425K in Q4 2022.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Baron Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.