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First Foundation Advisors’s Dollar General DG Stock Holding History

First Foundation 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
-1,148
Closed -$152K – 378
2024
Q2 		$152K Sell
1,148
-578
-33% -$80.7K 0.01% 341
2024
Q1 		$269K Sell
1,726
-39
-2% -$5.54K 0.01% 297
2023
Q4 		$240K Sell
1,765
-536
-23% -$65K 0.01% 311
2023
Q3 		$243K Buy
+2,301
New +$343K 0.01% 360
2023
Q1 		– Sell
-959
Closed -$236K – 399
2022
Q4 		$236K Buy
959
+31
+3% +$7.67K 0.01% 344
2022
Q3 		$223K Sell
928
-91
-9% -$22.4K 0.01% 332
2022
Q2 		$250K Buy
1,019
+113
+12% +$26.4K 0.01% 337
2022
Q1 		$202K Sell
906
-10
-1% -$2.12K 0.01% 403
2021
Q4 		$216K Sell
916
-211
-19% -$46.6K 0.01% 405
2021
Q3 		$239K Buy
+1,127
New +$254K 0.01% 387
2021
Q1 		– Sell
-1,073
Closed -$226K – 421
2020
Q4 		$226K Buy
+1,073
New +$229K 0.01% 368

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

First Foundation Advisors's DG Position: Q3 2024 in Review

First Foundation Advisors sold out of Dollar General (DG) in Q3 2024, closing a stake of 1,148 shares — an estimated $152K sold.

First Foundation Advisors first reported a position in DG in Q4 2020 and held it in 11 quarters. The position peaked at $269K in Q1 2024. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • First Foundation Advisors reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 1,148 Dollar General shares in Q3 2024, an estimated $152K.
  • First Foundation Advisors first reported a position in Dollar General in Q4 2020 and held it in 11 quarters.
  • First Foundation Advisors's Dollar General position peaked at $269K in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.