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EPG Wealth Management’s Dollar General DG Stock Holding History

EPG 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
2024
Q4 		– Sell
-6,879
Closed -$582K – 426
2024
Q3 		$582K Buy
+6,879
New +$754K 0.15% 151
2024
Q2 		– Sell
-5,523
Closed -$771K – 128
2024
Q1 		$862K Buy
5,523
+595
+12% +$84.6K 0.21% 127
2023
Q4 		$649K Buy
4,928
+2,430
+97% +$295K 0.17% 141
2023
Q3 		$264K Buy
2,498
+554
+28% +$82.6K 0.08% 206
2023
Q2 		$330K Buy
+1,944
New +$384K 0.1% 181
2020
Q2 		– Sell
-3
Closed – – 276
2020
Q1 		$0 Buy
+3
New +$463 ﹤0.01% 788

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

EPG Wealth Management's DG Position: Q4 2024 in Review

EPG Wealth Management sold out of Dollar General (DG) in Q4 2024, closing a stake of 6,879 shares — an estimated $582K sold.

EPG Wealth Management first reported a position in DG in Q1 2020 and held it in 6 quarters. The position peaked at $862K in Q1 2024. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • EPG Wealth Management reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
  • EPG Wealth Management sold 6,879 Dollar General shares in Q4 2024, an estimated $582K.
  • EPG Wealth Management first reported a position in Dollar General in Q1 2020 and held it in 6 quarters.
  • EPG Wealth Management's Dollar General position peaked at $862K in Q1 2024.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.