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Moran Wealth Management’s Dollar General DG Stock Holding History

Moran Wealth Management’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
Q2 		– Sell
-37,077
Closed -$5.79M – 399
2024
Q1 		$5.79M Sell
37,077
-61,120
-62% -$8.69M 0.19% 152
2023
Q4 		$13.3M Sell
98,197
-19,183
-16% -$2.33M 0.47% 70
2023
Q3 		$12.4M Buy
117,380
+3,190
+3% +$476K 0.48% 75
2023
Q2 		$19.4M Sell
114,190
-3,007
-3% -$595K 0.73% 37
2023
Q1 		$24.7M Buy
117,197
+1,975
+2% +$443K 0.93% 18
2022
Q4 		$28.4M Buy
+115,222
New +$28.5M 1.08% 18

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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

Moran Wealth Management's DG Position: Q2 2024 in Review

Moran Wealth Management sold out of Dollar General (DG) in Q2 2024, closing a stake of 37,077 shares — an estimated $5.79M sold.

Moran Wealth Management first reported a position in DG in Q4 2022 and held it in 6 quarters. The position peaked at $28.4M in Q4 2022. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Moran Wealth Management reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 37,077 Dollar General shares in Q2 2024, an estimated $5.79M.
  • Moran Wealth Management first reported a position in Dollar General in Q4 2022 and held it in 6 quarters.
  • Moran Wealth Management's Dollar General position peaked at $28.4M in Q4 2022.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.