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Cassady Schiller Wealth Management’s Dollar General DG Stock Holding History

Cassady Schiller 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
Q4 		$986 Buy
+13
New +$1.02K ﹤0.01% 789
2022
Q1 		– Sell
-8
Closed -$2K – 228
2021
Q4 		$2K Buy
+8
New +$1.77K ﹤0.01% 393

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Cassady Schiller Wealth Management's DG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Dollar General (DG) in Q4 2024: 13 shares worth $986. The stake represents ﹤0.01% of the portfolio and ranks #789 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in DG as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in DG in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Cassady Schiller Wealth Management held 13 shares of Dollar General worth $986 as of Q4 2024.
  • Dollar General was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Dollar General made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #789 holding.
  • Cassady Schiller Wealth Management first reported a position in Dollar General in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Dollar General position peaked at $2K in Q4 2021.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.