J. Goldman & Co’s Dollar General DG Stock Holding History

J. Goldman & Co’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 Q2	–	Sell	-231,609	Closed	-$20.4M	–	502
2025 Q1	$20.4M	Buy	+231,609	New	+$17.5M	0.5%	54
2023 Q2	–	Sell	-73,246	Closed	-$15.4M	–	400
2023 Q1	$15.4M	Buy	+73,246	New	+$16.4M	0.62%	46
2022 Q4	–	Sell	-2,421	Closed	-$599K	–	399
2022 Q3	$581K	Buy	+2,421	New	+$597K	0.03%	289
2022 Q2	–	Sell	-97,756	Closed	-$22.8M	–	376
2022 Q1	$21.8M	Buy	+97,756	New	+$20.8M	0.99%	21
2021 Q2	–	Sell	-74,333	Closed	-$15.1M	–	424
2021 Q1	$15.1M	Buy	+74,333	New	+$14.8M	0.48%	49
2020 Q2	–	Sell	-19,723	Closed	-$2.98M	–	276
2020 Q1	$2.98M	Buy	+19,723	New	+$3.04M	0.36%	72
2019 Q2	–	Sell	-96,932	Closed	-$11.6M	–	288
2019 Q1	$11.6M	Buy	+96,932	New	+$11.3M	0.65%	44
2017 Q3	–	Sell	-36,650	Closed	-$2.64M	–	345
2017 Q2	$2.64M	Buy	+36,650	New	+$2.64M	0.14%	156
2017 Q1	–	Sell	-76,900	Closed	-$5.7M	–	345
2016 Q4	$5.7M	Buy	+76,900	New	+$5.61M	0.38%	84

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J. Goldman & Co's DG Position: Q2 2025 in Review

J. Goldman & Co sold out of Dollar General (DG) in Q2 2025, closing a stake of 231,609 shares — an estimated $20.4M sold.

J. Goldman & Co first reported a position in DG in Q4 2016 and held it in 9 quarters. The position peaked at $21.8M in Q1 2022. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

J. Goldman & Co reported no remaining Dollar General position as of Q2 2025 after selling out during the quarter.
J. Goldman & Co sold 231,609 Dollar General shares in Q2 2025, an estimated $20.4M.
J. Goldman & Co first reported a position in Dollar General in Q4 2016 and held it in 9 quarters.
J. Goldman & Co's Dollar General position peaked at $21.8M in Q1 2022.
1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on J. Goldman & Co's 13F filing for Q2 2025, filed 14 Aug 2025.