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Evernest Financial Advisors’s Dollar General DG Stock Holding History

Evernest Financial 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
Q3 		– Sell
-2,255
Closed -$298K – 164
2024
Q2 		$298K Hold
2,255
– – 0.13% 107
2024
Q1 		$327K Sell
2,255
-2,254
-50% -$320K 0.15% 98
2023
Q4 		$613K Buy
+4,509
New +$547K 0.31% 75
2021
Q4 		$305K Buy
+2,255
New +$498K 0.16% 103

Other funds holding DG

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Evernest Financial Advisors's DG Position: Q3 2024 in Review

Evernest Financial Advisors sold out of Dollar General (DG) in Q3 2024, closing a stake of 2,255 shares — an estimated $298K sold.

Evernest Financial Advisors first reported a position in DG in Q4 2021 and held it in 4 quarters. The position peaked at $613K in Q4 2023. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Evernest Financial Advisors reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 2,255 Dollar General shares in Q3 2024, an estimated $298K.
  • Evernest Financial Advisors first reported a position in Dollar General in Q4 2021 and held it in 4 quarters.
  • Evernest Financial Advisors's Dollar General position peaked at $613K in Q4 2023.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Evernest Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.