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Coppell Advisory Solutions’s Dollar General DG Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-250
Closed -$18.9K – 699
2024
Q4 		$18.9K Sell
250
-49
-16% -$3.86K ﹤0.01% 908
2024
Q3 		$26.1K Hold
299
– – ﹤0.01% 759
2024
Q2 		$39.5K Buy
+299
New +$41.8K 0.01% 559
2023
Q4 		$27.2K Buy
+200
New +$24.3K 0.01% 646

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coppell Advisory Solutions's DG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dollar General (DG) in Q1 2025, closing a stake of 250 shares — an estimated $18.9K sold.

Coppell Advisory Solutions first reported a position in DG in Q4 2023 and held it in 4 quarters. The position peaked at $39.5K in Q2 2024. 912 funds tracked by Wall St. Rank hold DG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 250 Dollar General shares in Q1 2025, an estimated $18.9K.
  • Coppell Advisory Solutions first reported a position in Dollar General in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Dollar General position peaked at $39.5K in Q2 2024.
  • 912 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.