Hudson Valley Investment Advisors’s Dollar General DG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,340
Closed -$2.33M 177
2024
Q2
$2.33M Sell
17,340
-1,066
-6% -$149K 0.3% 76
2024
Q1
$2.87M Buy
18,406
+2,216
+14% +$315K 0.34% 70
2023
Q4
$2.17M Sell
16,190
-1,846
-10% -$224K 0.3% 78
2023
Q3
$1.91M Sell
18,036
-3,084
-15% -$460K 0.27% 83
2023
Q2
$3.59M Sell
21,120
-1,284
-6% -$254K 0.49% 58
2023
Q1
$4.72M Sell
22,404
-2,717
-11% -$610K 0.66% 48
2022
Q4
$6.19M Buy
25,121
+1,131
+5% +$280K 0.94% 31
2022
Q3
$5.75M Buy
23,990
+793
+3% +$196K 0.92% 32
2022
Q2
$5.69M Sell
23,197
-326
-1% -$76.1K 0.89% 33
2022
Q1
$5.24M Buy
23,523
+1,597
+7% +$339K 0.7% 44
2021
Q4
$5.17M Sell
21,926
-70
-0.3% -$15.5K 0.81% 38
2021
Q3
$4.67M Sell
21,996
-495
-2% -$112K 0.8% 38
2021
Q2
$4.87M Sell
22,491
-1,381
-6% -$290K 0.85% 37
2021
Q1
$4.84M Buy
23,872
+608
+3% +$121K 0.86% 37
2020
Q4
$4.89M Buy
23,264
+1,065
+5% +$227K 0.93% 38
2020
Q3
$4.65M Buy
22,199
+298
+1% +$58.6K 1% 34
2020
Q2
$4.17M Buy
21,901
+206
+0.9% +$37.3K 0.97% 36
2020
Q1
$3.28M Buy
21,695
+5,078
+31% +$784K 0.91% 41
2019
Q4
$2.59M Sell
16,617
-1,138
-6% -$181K 0.55% 55
2019
Q3
$2.82M Sell
17,755
-256
-1% -$37K 0.65% 52
2019
Q2
$2.43M Sell
18,011
-891
-5% -$113K 0.56% 54
2019
Q1
$2.25M Sell
18,902
-5,065
-21% -$589K 0.55% 53
2018
Q4
$2.59M Buy
23,967
+5,645
+31% +$611K 0.6% 55
2018
Q3
$2M Buy
18,322
+2,445
+15% +$254K 0.46% 60
2018
Q2
$1.56M Buy
15,877
+90
+0.6% +$8.66K 0.38% 72
2018
Q1
$1.48M Buy
15,787
+140
+0.9% +$13.5K 0.37% 76
2017
Q4
$1.46M Buy
15,647
+414
+3% +$35.6K 0.36% 77
2017
Q3
$1.24M Sell
15,233
-1,365
-8% -$102K 0.32% 82
2017
Q2
$1.2M Sell
16,598
-4,895
-23% -$353K 0.33% 79
2017
Q1
$1.5M Buy
21,493
+1,853
+9% +$136K 0.42% 70
2016
Q4
$1.46M Buy
19,640
+1,978
+11% +$144K 0.43% 68
2016
Q3
$1.24M Buy
17,662
+3,542
+25% +$300K 0.38% 70
2016
Q2
$1.33M Buy
14,120
+2,420
+21% +$209K 0.43% 67
2016
Q1
$1M Buy
11,700
+2,085
+22% +$158K 0.33% 76
2015
Q4
$691K Buy
9,615
+4,475
+87% +$304K 0.22% 93
2015
Q3
$372K Buy
5,140
+1,725
+51% +$132K 0.12% 117
2015
Q2
$265K Buy
+3,415
New +$258K 0.08% 122

Other funds holding DG

Hudson Valley Investment Advisors's DG Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of Dollar General (DG) in Q3 2024, closing a stake of 17,340 shares — an estimated $2.33M sold.

Hudson Valley Investment Advisors first reported a position in DG in Q2 2015 and held it in 37 quarters. The position peaked at $6.19M in Q4 2022. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Hudson Valley Investment Advisors reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 17,340 Dollar General shares in Q3 2024, an estimated $2.33M.
  • Hudson Valley Investment Advisors first reported a position in Dollar General in Q2 2015 and held it in 37 quarters.
  • Hudson Valley Investment Advisors's Dollar General position peaked at $6.19M in Q4 2022.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.