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Evergreen Private Wealth’s Dollar General DG Stock Holding History

Evergreen Private Wealth’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
2025
Q3 		– Sell
-15
Closed -$1.72K – 257
2025
Q2 		$1.72K Buy
+15
New +$1.49K ﹤0.01% 262
2024
Q4 		– Sell
-83
Closed -$7.02K – 202
2024
Q3 		$7.02K Hold
83
– – ﹤0.01% 164
2024
Q2 		$11K Sell
83
-21
-20% -$2.93K 0.01% 163
2024
Q1 		$16.2K Sell
104
-1
-1% -$142 0.01% 156
2023
Q4 		$14.3K Buy
+105
New +$12.7K 0.01% 164

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Evergreen Private Wealth's DG Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Dollar General (DG) in Q3 2025, closing a stake of 15 shares — an estimated $1.72K sold.

Evergreen Private Wealth first reported a position in DG in Q4 2023 and held it in 5 quarters. The position peaked at $16.2K in Q1 2024. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Dollar General position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 15 Dollar General shares in Q3 2025, an estimated $1.72K.
  • Evergreen Private Wealth first reported a position in Dollar General in Q4 2023 and held it in 5 quarters.
  • Evergreen Private Wealth's Dollar General position peaked at $16.2K in Q1 2024.
  • 1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.