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Hohimer Wealth Management’s Dollar General DG Stock Holding History

Hohimer Wealth Management’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
Q3 		– Sell
-29,643
Closed -$3.39M – 355
2025
Q2 		$3.39M Buy
29,643
+335
+1% +$33.3K 0.6% 57
2025
Q1 		$2.58M Buy
29,308
+8,022
+38% +$607K 0.5% 71
2024
Q4 		$1.61M Buy
+21,286
New +$1.68M 0.3% 92
2023
Q2 		– Sell
-3,538
Closed -$745K – 190
2023
Q1 		$745K Buy
3,538
+93
+3% +$20.9K 0.22% 123
2022
Q4 		$848K Sell
3,445
-19
-0.5% -$4.7K 0.27% 78
2022
Q3 		$831K Sell
3,464
-4
-0.1% -$987 0.27% 100
2022
Q2 		$851K Sell
3,468
-1,278
-27% -$298K 0.25% 114
2022
Q1 		$1.06M Buy
4,746
+21
+0.4% +$4.46K 0.21% 122
2021
Q4 		$1.11M Buy
4,725
+291
+7% +$64.3K 0.23% 115
2021
Q3 		$941K Buy
4,434
+77
+2% +$17.4K 0.2% 124
2021
Q2 		$943K Buy
4,357
+783
+22% +$165K 0.19% 126
2021
Q1 		$724K Buy
+3,574
New +$710K 0.18% 129

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Hohimer Wealth Management's DG Position: Q3 2025 in Review

Hohimer Wealth Management sold out of Dollar General (DG) in Q3 2025, closing a stake of 29,643 shares — an estimated $3.39M sold.

Hohimer Wealth Management first reported a position in DG in Q1 2021 and held it in 12 quarters. The position peaked at $3.39M in Q2 2025. 1,057 funds tracked by Wall St. Rank hold DG as of Q3 2025.

  • Hohimer Wealth Management reported no remaining Dollar General position as of Q3 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 29,643 Dollar General shares in Q3 2025, an estimated $3.39M.
  • Hohimer Wealth Management first reported a position in Dollar General in Q1 2021 and held it in 12 quarters.
  • Hohimer Wealth Management's Dollar General position peaked at $3.39M in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Dollar General as of Q3 2025.

Based on Hohimer Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.