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Empire Financial Management Company’s Dollar General DG Stock Holding History

Empire Financial Management Company’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
2024
Q1 		– Sell
-4,668
Closed -$635K – 209
2023
Q4 		$635K Buy
4,668
+273
+6% +$33.1K 0.25% 102
2023
Q3 		$465K Buy
4,395
+440
+11% +$65.6K 0.2% 127
2023
Q2 		$671K Buy
3,955
+937
+31% +$185K 0.27% 93
2023
Q1 		$635K Buy
+3,018
New +$678K 0.26% 97

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Empire Financial Management Company's DG Position: Q1 2024 in Review

Empire Financial Management Company sold out of Dollar General (DG) in Q1 2024, closing a stake of 4,668 shares — an estimated $635K sold.

Empire Financial Management Company first reported a position in DG in Q1 2023 and held it in 4 quarters. The position peaked at $671K in Q2 2023. 1,104 funds tracked by Wall St. Rank hold DG as of Q1 2024.

  • Empire Financial Management Company reported no remaining Dollar General position as of Q1 2024 after selling out during the quarter.
  • Empire Financial Management Company sold 4,668 Dollar General shares in Q1 2024, an estimated $635K.
  • Empire Financial Management Company first reported a position in Dollar General in Q1 2023 and held it in 4 quarters.
  • Empire Financial Management Company's Dollar General position peaked at $671K in Q2 2023.
  • 1,104 funds tracked by Wall St. Rank held Dollar General as of Q1 2024.

Based on Empire Financial Management Company's 13F filing for Q1 2024, filed 14 May 2024.