KWMG
DG icon

King Wealth Management Group’s Dollar General DG Stock Holding History

King Wealth Management Group’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
Q3 		– Sell
-6,988
Closed -$924K – 154
2024
Q2 		$924K Sell
6,988
-35
-0.5% -$4.89K 0.15% 65
2024
Q1 		$1.1M Buy
7,023
+22
+0.3% +$3.13K 0.19% 57
2023
Q4 		$952K Sell
7,001
-856
-11% -$104K 0.18% 58
2023
Q3 		$831K Buy
7,857
+73
+0.9% +$10.9K 0.18% 60
2023
Q2 		$1.32M Buy
7,784
+73
+0.9% +$14.4K 0.27% 47
2023
Q1 		$1.62M Hold
7,711
– – 0.36% 44
2022
Q4 		$1.9M Hold
7,711
– – 0.45% 38
2022
Q3 		$1.85M Buy
7,711
+1
+0% +$247 0.47% 36
2022
Q2 		$1.89M Hold
7,710
– – 0.45% 37
2022
Q1 		$1.72M Hold
7,710
– – 0.34% 43
2021
Q4 		$1.82M Buy
7,710
+475
+7% +$105K 0.34% 42
2021
Q3 		$1.53M Hold
7,235
– – 0.31% 46
2021
Q2 		$1.56M Sell
7,235
-471
-6% -$99K 0.32% 47
2021
Q1 		$1.56M Sell
7,706
-75
-1% -$14.9K 0.35% 47
2020
Q4 		$1.64M Buy
7,781
+75
+1% +$16K 0.38% 45
2020
Q3 		$1.61M Buy
7,706
+1,449
+23% +$285K 0.42% 36
2020
Q2 		$1.19M Hold
6,257
– – 0.35% 42
2020
Q1 		$945K Buy
6,257
+800
+15% +$124K 0.41% 38
2019
Q4 		$851K Sell
5,457
-143
-3% -$22.7K 0.23% 52
2019
Q3 		$890K Buy
5,600
+844
+18% +$122K 0.26% 50
2019
Q2 		$643K Hold
4,756
– – 0.19% 60
2019
Q1 		$567K Buy
+4,756
New +$553K 0.18% 63

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

King Wealth Management Group's DG Position: Q3 2024 in Review

King Wealth Management Group sold out of Dollar General (DG) in Q3 2024, closing a stake of 6,988 shares — an estimated $924K sold.

King Wealth Management Group first reported a position in DG in Q1 2019 and held it in 22 quarters. The position peaked at $1.9M in Q4 2022. 916 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • King Wealth Management Group reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • King Wealth Management Group sold 6,988 Dollar General shares in Q3 2024, an estimated $924K.
  • King Wealth Management Group first reported a position in Dollar General in Q1 2019 and held it in 22 quarters.
  • King Wealth Management Group's Dollar General position peaked at $1.9M in Q4 2022.
  • 916 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on King Wealth Management Group's 13F filing for Q3 2024, filed 6 Nov 2024.