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Marshall & Sterling Wealth Advisors’s Dollar General DG Stock Holding History

Marshall & Sterling Wealth Advisors’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
-72
Closed -$5.46K – 643
2024
Q4 		$5.46K Buy
+72
New +$5.67K ﹤0.01% 252

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DG Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Dollar General (DG) in Q1 2025, closing a stake of 72 shares — an estimated $5.46K sold.

Marshall & Sterling Wealth Advisors first reported a position in DG in Q4 2024 and held it in 1 quarter. The position peaked at $5.46K in Q4 2024. 912 funds tracked by Wall St. Rank hold DG as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 72 Dollar General shares in Q1 2025, an estimated $5.46K.
  • Marshall & Sterling Wealth Advisors first reported a position in Dollar General in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Dollar General position peaked at $5.46K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.