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New York Life Investment Management’s Dollar General DG Stock Holding History

New York Life Investment 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
2026
Q1 		$3.63M Buy
30,599
+399
+1% +$56.9K 0.03% 404
2025
Q4 		$4.01M Sell
30,200
-1,915
-6% -$214K 0.03% 358
2025
Q3 		$3.32M Sell
32,115
-832
-3% -$91.2K 0.03% 427
2025
Q2 		$3.77M Buy
32,947
+416
+1% +$41.3K 0.04% 380
2025
Q1 		$2.86M Sell
32,531
-185
-0.6% -$14K 0.03% 458
2024
Q4 		$2.48M Buy
32,716
+132
+0.4% +$10.4K 0.02% 506
2024
Q3 		$2.76M Sell
32,584
-987
-3% -$108K 0.03% 498
2024
Q2 		$4.44M Buy
33,571
+348
+1% +$48.6K 0.04% 367
2024
Q1 		$5.18M Sell
33,223
-1,146
-3% -$163K 0.05% 324
2023
Q4 		$4.67M Sell
34,369
-8,347
-20% -$1.01M 0.05% 347
2023
Q3 		$4.52M Sell
42,716
-1,283
-3% -$191K 0.05% 327
2023
Q2 		$7.47M Sell
43,999
-4,293
-9% -$849K 0.08% 239
2023
Q1 		$10.2M Sell
48,292
-1,112
-2% -$250K 0.11% 182
2022
Q4 		$12.2M Sell
49,404
-551
-1% -$136K 0.14% 163
2022
Q3 		$12M Sell
49,955
-1,149
-2% -$283K 0.14% 152
2022
Q2 		$12.5M Buy
+51,104
New +$11.9M 0.15% 152
2015
Q4 		– Sell
-5,500
Closed -$398K – 97
2015
Q3 		$398K Buy
5,500
+5,400
+5,400% +$412K 0.04% 114
2015
Q2 		$8K Buy
+100
New +$7.54K ﹤0.01% 255
2014
Q3 		– Sell
-3,900
Closed -$224K – 201
2014
Q2 		$224K Hold
3,900
– – 0.04% 146
2014
Q1 		$216K Hold
3,900
– – 0.05% 113
2013
Q4 		$235K Sell
3,900
-100
-3% -$5.87K 0.06% 81
2013
Q3 		$226K Sell
4,000
-200
-5% -$11K 0.07% 75
2013
Q2 		$212K Buy
+4,200
New +$218K 0.07% 87

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's DG Position: Q1 2026 in Review

New York Life Investment Management increased its Dollar General (DG) stake by 1.3% in Q1 2026, buying an estimated $56.9K and bringing the position to 30,599 shares worth $3.63M. The position accounts for 0.03% of the portfolio, ranked #404.

New York Life Investment Management first reported a position in DG in Q2 2013 and has held it in 23 quarters since. The position peaked at $12.5M in Q2 2022. 1,151 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • New York Life Investment Management held 30,599 shares of Dollar General worth $3.63M as of Q1 2026.
  • New York Life Investment Management bought 399 Dollar General shares in Q1 2026, an estimated $56.9K.
  • Dollar General made up 0.03% of New York Life Investment Management's portfolio in Q1 2026, its #404 holding.
  • New York Life Investment Management first reported a position in Dollar General in Q2 2013 and has held it in 23 quarters since.
  • New York Life Investment Management's Dollar General position peaked at $12.5M in Q2 2022.
  • 1,151 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.