Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JAM
Jupiter Asset Management’s
Dollar General
DG
Stock Holding History
Jupiter Asset Management’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
$161M
Buy
1,353,322
+970,686
+254%
+$138M
0.86%
16
2025
Q4
$50.8M
Buy
+382,636
New
+$42.7M
0.41%
74
2022
Q3
–
Sell
-21,844
Closed
-$5.37M
–
553
2022
Q2
$5.37M
Sell
21,844
-1,213
-5%
-$283K
0.08%
232
2022
Q1
$5.13M
Sell
23,057
-1,142
-5%
-$243K
0.06%
255
2021
Q4
$5.71M
Buy
24,199
+2,357
+11%
+$521K
0.06%
249
2021
Q3
$4.63M
Buy
21,842
+96
+0.4%
+$21.7K
0.05%
268
2021
Q2
$4.7M
Buy
21,746
+1,629
+8%
+$342K
0.05%
304
2021
Q1
$4.07M
Sell
20,117
-7,589
-27%
-$1.51M
0.04%
346
2020
Q4
$5.83M
Sell
27,706
-8,978
-24%
-$1.92M
0.06%
288
2020
Q3
$7.69M
Sell
36,684
-15,369
-30%
-$3.02M
0.08%
251
2020
Q2
$9.92M
Sell
52,053
-13,251
-20%
-$2.4M
0.33%
81
2020
Q1
$9.86M
Buy
+65,304
New
+$10.1M
0.43%
70
Other funds holding DG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
New York
$30.8B AUM
11.29%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close