IPW
DG icon

Impact Partnership Wealth’s Dollar General DG Stock Holding History

Impact Partnership Wealth’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
-8,328
Closed -$631K – 283
2024
Q4 		$631K Buy
+8,328
New +$656K 0.13% 95
2024
Q2 		– Sell
-10
Closed -$1.56K – 320
2024
Q1 		$1.56K Buy
+10
New +$1.42K ﹤0.01% 595
2023
Q3 		– Sell
-45
Closed -$7.64K – 1054
2023
Q2 		$7.64K Buy
+45
New +$8.9K ﹤0.01% 448

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impact Partnership Wealth's DG Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Dollar General (DG) in Q1 2025, closing a stake of 8,328 shares — an estimated $631K sold.

Impact Partnership Wealth first reported a position in DG in Q2 2023 and held it in 3 quarters. The position peaked at $631K in Q4 2024. 912 funds tracked by Wall St. Rank hold DG as of Q1 2025.

  • Impact Partnership Wealth reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,328 Dollar General shares in Q1 2025, an estimated $631K.
  • Impact Partnership Wealth first reported a position in Dollar General in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Dollar General position peaked at $631K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.