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Epic Trust Investment Advisors’s Dollar General DG Stock Holding History

Epic Trust Investment Advisors’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
Q2 		$292K Buy
2,209
+358
+19% +$50K 0.32% 78
2024
Q1 		$289K Buy
1,851
+214
+13% +$30.4K 0.36% 77
2023
Q4 		$223K Buy
+1,637
New +$199K 0.3% 93

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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

Epic Trust Investment Advisors's DG Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Dollar General (DG) stake by 19% in Q2 2024, buying an estimated $50K and bringing the position to 2,209 shares worth $292K. The position accounts for 0.32% of the portfolio, ranked #78.

Epic Trust Investment Advisors first reported a position in DG in Q4 2023 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Epic Trust Investment Advisors held 2,209 shares of Dollar General worth $292K as of Q2 2024.
  • Epic Trust Investment Advisors bought 358 Dollar General shares in Q2 2024, an estimated $50K.
  • Dollar General made up 0.32% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #78 holding.
  • Epic Trust Investment Advisors first reported a position in Dollar General in Q4 2023 and has held it in 3 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.