Goldstein Advisors’s Dollar General DG Stock Holding History

Goldstein 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 Q2	–	Sell	-1,398	Closed	-$218K	–	188
2024 Q1	$218K	Buy	+1,398	New	+$199K	0.04%	146

Other funds holding DG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldstein Advisors's DG Position: Q2 2024 in Review

Goldstein Advisors sold out of Dollar General (DG) in Q2 2024, closing a stake of 1,398 shares — an estimated $218K sold.

Goldstein Advisors first reported a position in DG in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 1,043 funds tracked by Wall St. Rank hold DG as of Q2 2024.

Goldstein Advisors reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
Goldstein Advisors sold 1,398 Dollar General shares in Q2 2024, an estimated $218K.
Goldstein Advisors first reported a position in Dollar General in Q1 2024 and held it in 1 quarter.
Goldstein Advisors's Dollar General position peaked at $218K in Q1 2024.
1,043 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Goldstein Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.