FRA
DG icon

Frank Rimerman Advisors’s Dollar General DG Stock Holding History

Frank Rimerman 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
2026
Q1 		$549K Hold
4,628
– – 0.04% 356
2025
Q4 		$614K Buy
4,628
+77
+2% +$8.59K 0.04% 330
2025
Q3 		$470K Sell
4,551
-18
-0.4% -$1.97K 0.03% 384
2025
Q2 		$523K Buy
4,569
+1,693
+59% +$168K 0.04% 339
2025
Q1 		$253K Buy
+2,876
New +$218K 0.02% 450
2024
Q4 		– Sell
-7,522
Closed -$636K – 528
2024
Q3 		$636K Sell
7,522
-516
-6% -$56.6K 0.05% 288
2024
Q2 		$1.06M Buy
8,038
+8,029
+89,211% +$1.12M 0.08% 209
2024
Q1 		$1.41K Hold
9
– – ﹤0.01% 300
2023
Q4 		$1.22K Buy
+9
New +$1.09K ﹤0.01% 289

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return