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Legacy Wealth Asset Management’s Dollar General DG Stock Holding History

Legacy Wealth Asset Management’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
2026
Q2 		$540K Sell
4,689
-98
-2% -$11.1K 0.12% 253
2026
Q1 		$568K Buy
4,787
+55
+1% +$7.84K 0.14% 237
2025
Q4 		$628K Buy
4,732
+1,160
+32% +$129K 0.15% 217
2025
Q3 		$369K Sell
3,572
-16,765
-82% -$1.84M 0.09% 298
2025
Q2 		$2.33M Buy
20,337
+82
+0.4% +$8.14K 0.59% 32
2025
Q1 		$1.78M Buy
20,255
+5,273
+35% +$399K 0.49% 48
2024
Q4 		$1.14M Sell
14,982
-2,644
-15% -$208K 0.31% 85
2024
Q3 		$1.49M Buy
17,626
+944
+6% +$103K 0.4% 69
2024
Q2 		$2.21M Buy
16,682
+14,399
+631% +$2.01M 0.62% 30
2024
Q1 		$356K Buy
2,283
+104
+5% +$14.8K 0.1% 277
2023
Q4 		$296K Buy
2,179
+266
+14% +$32.3K 0.1% 292
2023
Q3 		$202K Buy
1,913
+77
+4% +$11.5K 0.07% 322
2023
Q2 		$312K Buy
1,836
+31
+2% +$6.13K 0.11% 283
2023
Q1 		$380K Buy
1,805
+19
+1% +$4.26K 0.14% 265
2022
Q4 		$440K Buy
1,786
+23
+1% +$5.69K 0.17% 216
2022
Q3 		$423K Buy
+1,763
New +$435K 0.18% 195

Other funds holding DG

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return