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Ethos Financial Group’s Dollar General DG Stock Holding History

Ethos Financial Group’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
-4,070
Closed -$344K – 400
2024
Q3 		$344K Buy
+4,070
New +$446K 0.06% 175
2023
Q4 		– Sell
-1,891
Closed -$200K – 275
2023
Q3 		$200K Buy
+1,891
New +$282K 0.05% 167

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

Ethos Financial Group's DG Position: Q4 2024 in Review

Ethos Financial Group sold out of Dollar General (DG) in Q4 2024, closing a stake of 4,070 shares — an estimated $344K sold.

Ethos Financial Group first reported a position in DG in Q3 2023 and held it in 2 quarters. The position peaked at $344K in Q3 2024. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Ethos Financial Group reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 4,070 Dollar General shares in Q4 2024, an estimated $344K.
  • Ethos Financial Group first reported a position in Dollar General in Q3 2023 and held it in 2 quarters.
  • Ethos Financial Group's Dollar General position peaked at $344K in Q3 2024.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.