LJAC
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L.J. Altfest & Co’s Dollar General DG Stock Holding History

L.J. Altfest & 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
2024
Q2 		– Sell
-2,408
Closed -$376K – 323
2024
Q1 		$376K Sell
2,408
-418
-15% -$59.4K 0.05% 224
2023
Q4 		$384K Buy
+2,826
New +$343K 0.06% 220

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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 $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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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

L.J. Altfest & Co's DG Position: Q2 2024 in Review

L.J. Altfest & Co sold out of Dollar General (DG) in Q2 2024, closing a stake of 2,408 shares — an estimated $376K sold.

L.J. Altfest & Co first reported a position in DG in Q4 2023 and held it in 2 quarters. The position peaked at $384K in Q4 2023. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • L.J. Altfest & Co reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,408 Dollar General shares in Q2 2024, an estimated $376K.
  • L.J. Altfest & Co first reported a position in Dollar General in Q4 2023 and held it in 2 quarters.
  • L.J. Altfest & Co's Dollar General position peaked at $384K in Q4 2023.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.