IAS
DG icon

Insigneo Advisory Services’s Dollar General DG Stock Holding History

Insigneo Advisory Services’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 		$409K Buy
3,441
+1,069
+45% +$152K 0.03% 423
2025
Q4 		$315K Buy
2,372
+125
+6% +$13.9K 0.02% 496
2025
Q3 		$232K Sell
2,247
-45
-2% -$4.93K 0.02% 590
2025
Q2 		$262K Buy
+2,292
New +$228K 0.02% 488
2024
Q2 		– Sell
-1,310
Closed -$204K – 603
2024
Q1 		$204K Sell
1,310
-218
-14% -$31K 0.02% 456
2023
Q4 		$208K Buy
+1,528
New +$185K 0.03% 413
2023
Q3 		– Sell
-3,318
Closed -$563K – 392
2023
Q2 		$563K Buy
3,318
+1,770
+114% +$350K 0.11% 174
2023
Q1 		$326K Sell
1,548
-84
-5% -$18.9K 0.1% 195
2022
Q4 		$403K Buy
+1,632
New +$404K 0.15% 148

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return