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Cranbrook Wealth Management’s Dollar General DG Stock Holding History

Cranbrook 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
2025
Q3 		– Sell
-123
Closed -$14.1K – 402
2025
Q2 		$14.1K Buy
+123
New +$12.2K ﹤0.01% 270
2021
Q4 		– Sell
-20
Closed -$4K – 374
2021
Q3 		$4K Buy
+20
New +$4.51K ﹤0.01% 349
2021
Q2 		– Sell
-6
Closed -$1K – 360
2021
Q1 		$1K Buy
+6
New +$1.19K ﹤0.01% 373

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Cranbrook Wealth Management's DG Position: Q3 2025 in Review

Cranbrook Wealth Management sold out of Dollar General (DG) in Q3 2025, closing a stake of 123 shares — an estimated $14.1K sold.

Cranbrook Wealth Management first reported a position in DG in Q1 2021 and held it in 3 quarters. The position peaked at $14.1K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

  • Cranbrook Wealth Management reported no remaining Dollar General position as of Q3 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 123 Dollar General shares in Q3 2025, an estimated $14.1K.
  • Cranbrook Wealth Management first reported a position in Dollar General in Q1 2021 and held it in 3 quarters.
  • Cranbrook Wealth Management's Dollar General position peaked at $14.1K in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Cranbrook Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.