Hoey Investments’s Dollar General DG Stock Holding History

Hoey Investments’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	$950	Hold	8	–	–	﹤0.01%	357
2025 Q4	$1.06K	Sell	8 -13	-62%	-$1.45K	﹤0.01%	364
2025 Q3	$2.17K	Hold	21	–	–	﹤0.01%	338
2025 Q2	$2.4K	Hold	21	–	–	﹤0.01%	331
2025 Q1	$1.85K	Hold	21	–	–	﹤0.01%	307
2024 Q4	$1.59K	Hold	21	–	–	﹤0.01%	300
2024 Q3	$2.78K	Hold	21	–	–	﹤0.01%	291
2024 Q2	$2.78K	Hold	21	–	–	﹤0.01%	291
2024 Q1	$3.28K	Hold	21	–	–	﹤0.01%	274
2023 Q4	$2.85K	Hold	21	–	–	﹤0.01%	282
2023 Q3	$2.22K	Hold	21	–	–	﹤0.01%	294
2023 Q2	$3.57K	Hold	21	–	–	﹤0.01%	270
2023 Q1	$4.42K	Buy	+21	New	+$4.71K	﹤0.01%	258

Other funds holding DG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return