CIA
DG icon

Concurrent Investment Advisors’s Dollar General DG Stock Holding History

Concurrent Investment 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 		$461K Buy
3,883
+1,630
+72% +$232K 0.01% 1251
2025
Q4 		$299K Buy
2,253
+67
+3% +$7.47K ﹤0.01% 1407
2025
Q3 		$226K Sell
2,186
-214
-9% -$23.5K ﹤0.01% 1287
2025
Q2 		$274K Sell
2,400
-6,977
-74% -$693K 0.01% 1106
2025
Q1 		$825K Buy
9,377
+2,987
+47% +$226K 0.02% 604
2024
Q4 		$485K Buy
6,390
+1,993
+45% +$157K 0.01% 673
2024
Q3 		$372K Buy
4,397
+1,482
+51% +$162K 0.01% 705
2024
Q2 		$385K Sell
2,915
-5,838
-67% -$815K 0.01% 667
2024
Q1 		$1.37M Buy
8,753
+5,982
+216% +$850K 0.06% 316
2023
Q4 		$377K Buy
+2,771
New +$336K 0.02% 571

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