Contravisory Investment Management’s Dollar General DG Stock Holding History

Contravisory Investment 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 Q2	$174K	Sell	1,515 -2,584	-63%	-$294K	0.03%	218
2026 Q1	$487K	Sell	4,099 -51	-1%	-$7.27K	0.1%	144
2025 Q4	$551K	Sell	4,150 -425	-9%	-$47.4K	0.11%	136
2025 Q3	$473K	Sell	4,575 -20	-0.4%	-$2.19K	0.09%	160
2025 Q2	$526K	Buy	+4,595	New	+$456K	0.1%	138
2023 Q2	–	Sell	-26,118	Closed	-$5.5M	–	317
2023 Q1	$5.5M	Sell	26,118 -253	-1%	-$56.8K	1.55%	37
2022 Q4	$6.49M	Buy	26,371 +25,000	+1,823%	+$6.18M	1.8%	26
2022 Q3	$329K	Hold	1,371	–	–	0.11%	119
2022 Q2	$336K	Buy	+1,371	New	+$320K	0.11%	124
2021 Q2	–	Sell	-1,650	Closed	-$334K	–	273
2021 Q1	$334K	Sell	1,650 -113	-6%	-$22.4K	0.1%	112
2020 Q4	$371K	Sell	1,763 -20	-1%	-$4.27K	0.12%	86
2020 Q3	$374K	Buy	1,783 +1,647	+1,211%	+$324K	0.13%	83
2020 Q2	$26K	Buy	+136	New	+$24.6K	0.01%	214
2018 Q3	–	Sell	-65	Closed	-$6K	–	305
2018 Q2	$6K	Hold	65	–	–	﹤0.01%	283
2018 Q1	$6K	Buy	+65	New	+$6.25K	﹤0.01%	285

Other funds holding DG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return