Lee, Danner & Bass’s Dollar General DG Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-300	Closed	-$22.7K	–	329
2024 Q4	$22.7K	Buy	+300	New	+$23.6K	﹤0.01%	444

Other funds holding DG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee, Danner & Bass's DG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Dollar General (DG) in Q1 2025, closing a stake of 300 shares — an estimated $22.7K sold.

Lee, Danner & Bass first reported a position in DG in Q4 2024 and held it in 1 quarter. The position peaked at $22.7K in Q4 2024. 912 funds tracked by Wall St. Rank hold DG as of Q1 2025.

Lee, Danner & Bass reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 300 Dollar General shares in Q1 2025, an estimated $22.7K.
Lee, Danner & Bass first reported a position in Dollar General in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Dollar General position peaked at $22.7K in Q4 2024.
912 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.