Cedar Wealth Management’s Dollar General DG Stock Holding History

Cedar 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
2026 Q1	–	Sell	-409	Closed	-$54.3K	–	133
2025 Q4	$54.3K	Sell	409 -100	-20%	-$11.2K	0.02%	119
2025 Q3	$52.6K	Hold	509	–	–	0.02%	120
2025 Q2	$58.2K	Hold	509	–	–	0.02%	110
2025 Q1	$44.7K	Hold	509	–	–	0.02%	118
2024 Q4	$38.6K	Hold	509	–	–	0.01%	112
2024 Q3	$43K	Hold	509	–	–	0.01%	158
2024 Q2	$67.3K	Hold	509	–	–	0.02%	150
2024 Q1	$79.4K	Hold	509	–	–	0.03%	141
2023 Q4	$69.2K	Hold	509	–	–	0.03%	137
2023 Q3	$53.8K	Hold	509	–	–	0.02%	152
2023 Q2	$86.4K	Hold	509	–	–	0.03%	135
2023 Q1	$107K	Hold	509	–	–	0.04%	120
2022 Q4	$125K	Hold	509	–	–	0.06%	105
2022 Q3	$122K	Hold	509	–	–	0.06%	117
2022 Q2	$125K	Sell	509 -60	-11%	-$14K	0.06%	125
2022 Q1	$127K	Hold	569	–	–	0.05%	136
2021 Q4	$134K	Hold	569	–	–	0.05%	140
2021 Q3	$121K	Hold	569	–	–	0.05%	128
2021 Q2	$123K	Buy	569 +1	+0.2%	+$210	0.06%	129
2021 Q1	$115K	Buy	568 +1	+0.2%	+$199	0.06%	120
2020 Q4	$119K	Hold	567	–	–	0.06%	104
2020 Q3	$119K	Hold	567	–	–	0.07%	102
2020 Q2	$108K	Hold	567	–	–	0.07%	100
2020 Q1	$86K	Sell	567 -447	-44%	-$69K	0.06%	105
2019 Q4	$158K	Buy	+1,014	New	+$161K	0.09%	70

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cedar Wealth Management's DG Position: Q1 2026 in Review

Cedar Wealth Management sold out of Dollar General (DG) in Q1 2026, closing a stake of 409 shares — an estimated $54.3K sold.

Cedar Wealth Management first reported a position in DG in Q4 2019 and held it in 25 quarters. The position peaked at $158K in Q4 2019. 1,152 funds tracked by Wall St. Rank hold DG as of Q1 2026.

Cedar Wealth Management reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 409 Dollar General shares in Q1 2026, an estimated $54.3K.
Cedar Wealth Management first reported a position in Dollar General in Q4 2019 and held it in 25 quarters.
Cedar Wealth Management's Dollar General position peaked at $158K in Q4 2019.
1,152 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.