CA
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CapWealth Advisors’s Dollar General DG Stock Holding History

CapWealth 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 		$371K Hold
3,128
– – 0.03% 92
2025
Q4 		$415K Buy
+3,128
New +$349K 0.03% 97
2015
Q3 		– Sell
-40
Closed -$3K – 278
2015
Q2 		$3K Sell
40
-10
-20% -$754 ﹤0.01% 257
2015
Q1 		$4K Buy
+50
New +$3.54K ﹤0.01% 269
2014
Q4 		– Sell
-100
Closed -$6K – 137
2014
Q3 		$6K Hold
100
– – ﹤0.01% 273
2014
Q2 		$6K Hold
100
– – ﹤0.01% 283
2014
Q1 		$6K Hold
100
– – ﹤0.01% 287
2013
Q4 		$6K Hold
100
– – ﹤0.01% 290
2013
Q3 		$6K Hold
100
– – ﹤0.01% 347
2013
Q2 		$5K Buy
+100
New +$5.18K ﹤0.01% 343

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return