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Gallagher Fiduciary Advisors’s Dollar General DG Stock Holding History

Gallagher Fiduciary 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
2023
Q3 		– Sell
-1,663
Closed -$282K – 177
2023
Q2 		$282K Sell
1,663
-668
-29% -$132K 0.02% 168
2023
Q1 		$491K Buy
+2,331
New +$523K 0.04% 122

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gallagher Fiduciary Advisors's DG Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of Dollar General (DG) in Q3 2023, closing a stake of 1,663 shares — an estimated $282K sold.

Gallagher Fiduciary Advisors first reported a position in DG in Q1 2023 and held it in 2 quarters. The position peaked at $491K in Q1 2023. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 1,663 Dollar General shares in Q3 2023, an estimated $282K.
  • Gallagher Fiduciary Advisors first reported a position in Dollar General in Q1 2023 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's Dollar General position peaked at $491K in Q1 2023.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.