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Moneta Group Investment Advisors’s Dollar General DG Stock Holding History

Moneta Group Investment 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
Q4 		– Sell
-2,146
Closed -$222K – 819
2025
Q3 		$222K Sell
2,146
-557
-21% -$61.1K ﹤0.01% 722
2025
Q2 		$309K Buy
2,703
+87
+3% +$8.64K ﹤0.01% 556
2025
Q1 		$230K Buy
+2,616
New +$198K ﹤0.01% 597
2021
Q3 		– Sell
-1,460
Closed -$316K – 456
2021
Q2 		$316K Sell
1,460
-16
-1% -$3.36K 0.01% 353
2021
Q1 		$299K Buy
1,476
+406
+38% +$80.6K 0.02% 334
2020
Q4 		$225K Buy
+1,070
New +$229K 0.02% 290
2018
Q1 		– Sell
-4
Closed – – 630
2017
Q4 		$0 Buy
+4
New +$344 ﹤0.01% 480

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return