Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MHR
Matthew Hamilton Rosenberg’s
Dollar General
DG
Stock Holding History
Matthew Hamilton Rosenberg’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
Q1
$4.99K
Buy
42
+21
+100%
+$2.99K
﹤0.01%
680
2025
Q4
$2.79K
Hold
21
–
–
﹤0.01%
731
2025
Q3
$2.17K
Hold
21
–
–
﹤0.01%
744
2025
Q2
$2.4K
Buy
+21
New
+$2.08K
﹤0.01%
765
2024
Q4
–
Sell
-67
Closed
-$5.67K
–
814
2024
Q3
$5.67K
Sell
67
-52
-44%
-$5.7K
﹤0.01%
682
2024
Q2
$15.5K
Sell
119
-3
-2%
-$419
﹤0.01%
551
2024
Q1
$19.2K
Buy
122
+52
+74%
+$7.39K
0.01%
544
2023
Q4
$9.52K
Sell
70
-126
-64%
-$15.3K
﹤0.01%
613
2023
Q3
$20.7K
Sell
196
-76
-28%
-$11.3K
0.01%
529
2023
Q2
$46.2K
Sell
272
-749
-73%
-$148K
0.02%
446
2023
Q1
$215K
Hold
1,021
–
–
0.07%
171
2022
Q4
$251K
Buy
1,021
+2
+0.2%
+$495
0.09%
146
2022
Q3
$244K
Buy
1,019
+2
+0.2%
+$493
0.09%
130
2022
Q2
$251K
Buy
1,017
+306
+43%
+$71.4K
0.09%
129
2022
Q1
$158K
Buy
711
+460
+183%
+$97.7K
0.06%
235
2021
Q4
$59K
Buy
251
+185
+280%
+$40.9K
0.02%
389
2021
Q3
$14K
Buy
+66
New
+$14.9K
0.01%
534
Other funds holding DG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close