Everhart Financial Group’s Dollar General DG Stock Holding History

Everhart 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
2026 Q2	$1.01M	Sell	8,772 -271	-3%	-$30.8K	0.06%	170
2026 Q1	$1.07M	Sell	9,043 -80	-0.9%	-$11.4K	0.09%	155
2025 Q4	$1.21M	Buy	9,123 +330	+4%	+$36.8K	0.11%	127
2025 Q3	$909K	Buy	8,793 +159	+2%	+$17.4K	0.09%	157
2025 Q2	$988K	Buy	8,634 +2,320	+37%	+$230K	0.11%	119
2025 Q1	$555K	Buy	6,314 +2,040	+48%	+$154K	0.08%	186
2024 Q4	$324K	Buy	+4,274	New	+$337K	0.07%	249
2024 Q3	–	Sell	-1,879	Closed	-$248K	–	320
2024 Q2	$248K	Buy	1,879 +438	+30%	+$61.2K	0.06%	251
2024 Q1	$225K	Buy	+1,441	New	+$205K	0.07%	254
2023 Q1	–	Sell	-987	Closed	-$243K	–	205
2022 Q4	$243K	Sell	987 -351	-26%	-$86.8K	0.12%	148
2022 Q3	$321K	Buy	1,338 +244	+22%	+$60.2K	0.18%	115
2022 Q2	$269K	Buy	+1,094	New	+$255K	0.16%	128

Other funds holding DG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return