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Householder Group Estate & Retirement Specialist’s Dollar General DG Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$0 Sell
6
-2,653
-100% -$209K ﹤0.01% 693
2024
Q3 		$224K Buy
2,659
+194
+8% +$21.3K 0.07% 228
2024
Q2 		$325K Buy
2,465
+596
+32% +$83.2K 0.09% 180
2024
Q1 		$292K Sell
1,869
-108
-5% -$15.4K 0.09% 189
2023
Q4 		$268K Buy
1,977
+198
+11% +$24K 0.09% 201
2023
Q3 		$188K Buy
+1,779
New +$265K 0.07% 226
2023
Q1 		$59K Buy
+282
New +$63.3K 0.02% 408
2022
Q4 		– Sell
-248
Closed -$59K – 490
2022
Q3 		$59K Buy
+248
New +$61.2K 0.02% 362

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Dollar General (DG) stake by 100% in Q4 2024, selling an estimated $209K and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Householder Group Estate & Retirement Specialist first reported a position in DG in Q3 2022 and has held it in 8 quarters since. The position peaked at $325K in Q2 2024. 904 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 6 shares of Dollar General worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 2,653 Dollar General shares in Q4 2024, an estimated $209K.
  • Dollar General made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #693 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Dollar General in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Dollar General position peaked at $325K in Q2 2024.
  • 904 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.