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Harel Insurance Investments & Financial Services’s Dollar General DG Stock Holding History

Harel Insurance Investments & Financial Services’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
2025
Q4 		– Sell
-1,770
Closed -$182K – 434
2025
Q3 		$182K Buy
1,770
+44
+3% +$4.82K ﹤0.01% 294
2025
Q2 		$197K Buy
+1,726
New +$171K ﹤0.01% 276
2021
Q4 		– Sell
-22
Closed -$5K – 761
2021
Q3 		$5K Sell
22
-1,500
-99% -$338K ﹤0.01% 651
2021
Q2 		$1.06M Sell
1,522
-2,367
-61% -$497K 0.02% 311
2021
Q1 		$2.62M Sell
3,889
-187
-5% -$37.1K 0.05% 205
2020
Q4 		$2.76M Sell
4,076
-458
-10% -$97.8K 0.07% 145
2020
Q3 		$950K Buy
4,534
+3,134
+224% +$616K 0.03% 127
2020
Q2 		$267K Buy
1,400
+335
+31% +$60.6K 0.01% 209
2020
Q1 		$161K Sell
1,065
-1,565
-60% -$242K 0.01% 178
2019
Q4 		$410K Buy
+2,630
New +$417K 0.02% 143
2016
Q3 		– Sell
-750
Closed -$71K – 511
2016
Q2 		$71K Buy
+750
New +$64.7K 0.01% 293

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DG Position: Q4 2025 in Review

Harel Insurance Investments & Financial Services sold out of Dollar General (DG) in Q4 2025, closing a stake of 1,770 shares — an estimated $182K sold.

Harel Insurance Investments & Financial Services first reported a position in DG in Q2 2016 and held it in 11 quarters. The position peaked at $2.76M in Q4 2020. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,770 Dollar General shares in Q4 2025, an estimated $182K.
  • Harel Insurance Investments & Financial Services first reported a position in Dollar General in Q2 2016 and held it in 11 quarters.
  • Harel Insurance Investments & Financial Services's Dollar General position peaked at $2.76M in Q4 2020.
  • 1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.