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McClarren Financial Advisors’s Dollar General DG Stock Holding History

McClarren Financial 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
2024
Q3 		– Sell
-132
Closed – – 258
2024
Q2 		$0 Buy
132
+129
+4,300% +$18K ﹤0.01% 319
2024
Q1 		$1K Buy
3
+1
+50% +$142 ﹤0.01% 301
2023
Q4 		$0 Hold
2
– – ﹤0.01% 383
2023
Q3 		$0 Hold
2
– – ﹤0.01% 337
2023
Q2 		$0 Hold
2
– – ﹤0.01% 364
2023
Q1 		$0 Hold
2
– – ﹤0.01% 358
2022
Q4 		$0 Buy
+2
New +$495 ﹤0.01% 366

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

McClarren Financial Advisors's DG Position: Q3 2024 in Review

McClarren Financial Advisors sold out of Dollar General (DG) in Q3 2024, closing a stake of 132 shares.

McClarren Financial Advisors first reported a position in DG in Q4 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2024. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • McClarren Financial Advisors reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 132 Dollar General shares in Q3 2024.
  • McClarren Financial Advisors first reported a position in Dollar General in Q4 2022 and held it in 7 quarters.
  • McClarren Financial Advisors's Dollar General position peaked at $1K in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on McClarren Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.