Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Dollar General DG Stock Holding History

Envestnet Portfolio 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
2026
Q1 		$214K Buy
+1,806
New +$258K ﹤0.01% 1253
2025
Q3 		– Sell
-2,200
Closed -$252K – 1471
2025
Q2 		$252K Sell
2,200
-284
-11% -$28.2K ﹤0.01% 1413
2025
Q1 		$218K Sell
2,484
-2,297
-48% -$174K ﹤0.01% 1460
2024
Q4 		$363K Sell
4,781
-3,102
-39% -$244K ﹤0.01% 1404
2024
Q3 		$667K Sell
7,883
-3,779
-32% -$414K ﹤0.01% 1060
2024
Q2 		$1.54M Sell
11,662
-8,114
-41% -$1.13M 0.01% 722
2024
Q1 		$3.09M Buy
19,776
+4,780
+32% +$680K 0.01% 516
2023
Q4 		$2.04M Buy
14,996
+551
+4% +$66.8K 0.01% 591
2023
Q3 		$1.53M Buy
+14,445
New +$2.15M 0.01% 631

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