FFA
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Founders Financial Alliance’s Dollar General DG Stock Holding History

Founders Financial Alliance’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
Q2 		– Sell
-3,018
Closed -$471K – 566
2024
Q1 		$471K Buy
3,018
+52
+2% +$7.39K 0.14% 149
2023
Q4 		$403K Sell
2,966
-33
-1% -$4K 0.16% 139
2023
Q3 		$317K Buy
2,999
+58
+2% +$8.65K 0.14% 160
2023
Q2 		$499K Buy
2,941
+1,732
+143% +$342K 0.2% 107
2023
Q1 		$257K Sell
1,209
-2,302
-66% -$517K 0.13% 167
2022
Q4 		$865K Sell
3,511
-300
-8% -$74.2K 0.4% 65
2022
Q3 		$914K Buy
3,811
+721
+23% +$178K 0.47% 58
2022
Q2 		$758K Sell
3,090
-1,554
-33% -$363K 0.38% 70
2022
Q1 		$1.03M Buy
4,644
+201
+5% +$42.7K 0.46% 56
2021
Q4 		$1.05M Buy
4,443
+394
+10% +$87K 0.42% 58
2021
Q3 		$859K Buy
4,049
+3
+0.1% +$677 0.4% 62
2021
Q2 		$877K Sell
4,046
-1
-0% -$210 0.4% 62
2021
Q1 		$874K Buy
4,047
+229
+6% +$45.5K 0.43% 56
2020
Q4 		$805K Buy
3,818
+170
+5% +$36.3K 0.46% 54
2020
Q3 		$803K Buy
+3,648
New +$718K 0.48% 43

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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

Founders Financial Alliance's DG Position: Q2 2024 in Review

Founders Financial Alliance sold out of Dollar General (DG) in Q2 2024, closing a stake of 3,018 shares — an estimated $471K sold.

Founders Financial Alliance first reported a position in DG in Q3 2020 and held it in 15 quarters. The position peaked at $1.05M in Q4 2021. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Founders Financial Alliance reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 3,018 Dollar General shares in Q2 2024, an estimated $471K.
  • Founders Financial Alliance first reported a position in Dollar General in Q3 2020 and held it in 15 quarters.
  • Founders Financial Alliance's Dollar General position peaked at $1.05M in Q4 2021.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Founders Financial Alliance's 13F filing for Q2 2024, filed 26 Aug 2024.