HCA
DG icon

Heck Capital Advisors’s Dollar General DG Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-4
Closed -$303 – 386
2024
Q4 		$303 Buy
+4
New +$315 ﹤0.01% 770

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heck Capital Advisors's DG Position: Q1 2025 in Review

Heck Capital Advisors sold out of Dollar General (DG) in Q1 2025, closing a stake of 4 shares — an estimated $303 sold.

Heck Capital Advisors first reported a position in DG in Q4 2024 and held it in 1 quarter. The position peaked at $303 in Q4 2024. 913 funds tracked by Wall St. Rank hold DG as of Q1 2025.

  • Heck Capital Advisors reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 4 Dollar General shares in Q1 2025, an estimated $303.
  • Heck Capital Advisors first reported a position in Dollar General in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Dollar General position peaked at $303 in Q4 2024.
  • 913 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.