Laffer Tengler Investments’s Dollar General DG Stock Holding History

Laffer Tengler Investments’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	-34	Closed	-$4.62K	–	439
2023 Q4	$4.62K	Buy	+34	New	+$4.12K	﹤0.01%	318
2023 Q1	–	Sell	-10	Closed	-$2.46K	–	413
2022 Q4	$2.46K	Hold	10	–	–	﹤0.01%	405
2022 Q3	$2.4K	Buy	+10	New	+$2.47K	﹤0.01%	357
2021 Q3	–	Sell	-20	Closed	-$4.33K	–	486
2021 Q2	$4.33K	Buy	+20	New	+$4.2K	﹤0.01%	314
2016 Q2	–	Sell	-24,398	Closed	-$2.09M	–	223
2016 Q1	$2.09M	Buy	+24,398	New	+$1.85M	0.57%	60
2015 Q4	–	Hold	0	–	–	–	90
2015 Q3	–	Sell	-24,398	Closed	-$1.86M	–	72
2015 Q2	$1.9M	Buy	+24,398	New	+$1.84M	0.46%	74

Other funds holding DG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Laffer Tengler Investments's DG Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Dollar General (DG) in Q1 2024, closing a stake of 34 shares — an estimated $4.62K sold.

Laffer Tengler Investments first reported a position in DG in Q2 2015 and held it in 6 quarters. The position peaked at $2.09M in Q1 2016. 1,104 funds tracked by Wall St. Rank hold DG as of Q1 2024.

Laffer Tengler Investments reported no remaining Dollar General position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 34 Dollar General shares in Q1 2024, an estimated $4.62K.
Laffer Tengler Investments first reported a position in Dollar General in Q2 2015 and held it in 6 quarters.
Laffer Tengler Investments's Dollar General position peaked at $2.09M in Q1 2016.
1,104 funds tracked by Wall St. Rank held Dollar General as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.