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LRI Investments’s Dollar General DG Stock Holding History

LRI 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
2026
Q2 		$23.9K Sell
208
-180
-46% -$20.5K ﹤0.01% 718
2026
Q1 		$46K Buy
388
+11
+3% +$1.57K ﹤0.01% 528
2025
Q4 		$50.1K Hold
377
– – ﹤0.01% 545
2025
Q3 		$39K Hold
377
– – ﹤0.01% 599
2025
Q2 		$43.1K Sell
377
-124
-25% -$12.3K ﹤0.01% 576
2025
Q1 		$44.1K Hold
501
– – ﹤0.01% 551
2024
Q4 		$38K Hold
501
– – ﹤0.01% 568
2024
Q3 		$38.6K Sell
501
-930
-65% -$102K ﹤0.01% 548
2024
Q2 		$189K Buy
1,431
+1,385
+3,011% +$193K 0.02% 263
2024
Q1 		$7.18K Buy
+46
New +$6.54K ﹤0.01% 562

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LRI Investments's DG Position: Q2 2026 in Review

LRI Investments reduced its Dollar General (DG) stake by 46% in Q2 2026, selling an estimated $20.5K and leaving 208 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

LRI Investments first reported a position in DG in Q1 2024 and has held it in 10 quarters since. The position peaked at $189K in Q2 2024. 1,132 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • LRI Investments held 208 shares of Dollar General worth $23.9K as of Q2 2026.
  • LRI Investments sold 180 Dollar General shares in Q2 2026, an estimated $20.5K.
  • Dollar General made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #718 holding.
  • LRI Investments first reported a position in Dollar General in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Dollar General position peaked at $189K in Q2 2024.
  • 1,132 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.