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Legacy Investment Solutions’s Dollar General DG Stock Holding History

Legacy Investment Solutions’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
Q4 		$725 Hold
10
– – ﹤0.01% 625
2024
Q3 		$768 Buy
+10
New +$1.1K ﹤0.01% 568

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Legacy Investment Solutions's DG Position: Q4 2024 in Review

Legacy Investment Solutions held its Dollar General (DG) position steady in Q4 2024 at 10 shares worth $725. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Legacy Investment Solutions first reported a position in DG in Q3 2024 and has held it in 2 quarters since. The position peaked at $768 in Q3 2024. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Legacy Investment Solutions held 10 shares of Dollar General worth $725 as of Q4 2024.
  • Legacy Investment Solutions left its Dollar General share count unchanged in Q4 2024.
  • Dollar General made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #625 holding.
  • Legacy Investment Solutions first reported a position in Dollar General in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Dollar General position peaked at $768 in Q3 2024.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.