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ORG Wealth Partners’s Dollar General DG Stock Holding History

ORG Wealth Partners’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
Q4 		– Sell
-673
Closed -$56.9K – 510
2024
Q3 		$56.9K Buy
+673
New +$73.8K 0.02% 238

Other funds holding DG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

ORG Wealth Partners's DG Position: Q4 2024 in Review

ORG Wealth Partners sold out of Dollar General (DG) in Q4 2024, closing a stake of 673 shares — an estimated $56.9K sold.

ORG Wealth Partners first reported a position in DG in Q3 2024 and held it in 1 quarter. The position peaked at $56.9K in Q3 2024. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • ORG Wealth Partners reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
  • ORG Wealth Partners sold 673 Dollar General shares in Q4 2024, an estimated $56.9K.
  • ORG Wealth Partners first reported a position in Dollar General in Q3 2024 and held it in 1 quarter.
  • ORG Wealth Partners's Dollar General position peaked at $56.9K in Q3 2024.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.