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Kapitalo Investimentos’s Dollar General DG Stock Holding History

Kapitalo Investimentos’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
2024
Q1 		– Sell
-22
Closed -$2.99K – 337
2023
Q4 		$2.99K Sell
22
-108,400
-100% -$13.1M ﹤0.01% 516
2023
Q3 		$11.5M Buy
108,422
+26,476
+32% +$3.95M 1.56% 14
2023
Q2 		$13.9M Buy
+81,946
New +$16.2M 2.59% 9

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kapitalo Investimentos's DG Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Dollar General (DG) in Q1 2024, closing a stake of 22 shares — an estimated $2.99K sold.

Kapitalo Investimentos first reported a position in DG in Q2 2023 and held it in 3 quarters. The position peaked at $13.9M in Q2 2023. 1,105 funds tracked by Wall St. Rank hold DG as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Dollar General position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 22 Dollar General shares in Q1 2024, an estimated $2.99K.
  • Kapitalo Investimentos first reported a position in Dollar General in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Dollar General position peaked at $13.9M in Q2 2023.
  • 1,105 funds tracked by Wall St. Rank held Dollar General as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.