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Personal CFO Solutions’s Dollar General DG Stock Holding History

Personal CFO Solutions’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
-4,999
Closed -$423K – 489
2024
Q3 		$423K Buy
4,999
+2,001
+67% +$219K 0.06% 306
2024
Q2 		$396K Sell
2,998
-909
-23% -$127K 0.06% 305
2024
Q1 		$610K Buy
3,907
+1,431
+58% +$203K 0.1% 206
2023
Q4 		$337K Buy
2,476
+129
+5% +$15.6K 0.06% 340
2023
Q3 		$248K Buy
+2,347
New +$350K 0.05% 376
2021
Q1 		– Sell
-5,641
Closed -$1.19M – 414
2020
Q4 		$1.19M Buy
5,641
+167
+3% +$35.7K 0.29% 74
2020
Q3 		$1K Sell
5,474
-7
-0.1% -$1.38K 0.33% 69
2020
Q2 		$1.04M Buy
5,481
+590
+12% +$107K 0.31% 74
2020
Q1 		$739K Sell
4,891
-1,380
-22% -$213K 0.27% 84
2019
Q4 		$975K Sell
6,271
-329
-5% -$52.2K 0.28% 77
2019
Q3 		$1.05M Buy
+6,600
New +$955K 0.42% 57

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Personal CFO Solutions's DG Position: Q4 2024 in Review

Personal CFO Solutions sold out of Dollar General (DG) in Q4 2024, closing a stake of 4,999 shares — an estimated $423K sold.

Personal CFO Solutions first reported a position in DG in Q3 2019 and held it in 11 quarters. The position peaked at $1.19M in Q4 2020. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Personal CFO Solutions reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,999 Dollar General shares in Q4 2024, an estimated $423K.
  • Personal CFO Solutions first reported a position in Dollar General in Q3 2019 and held it in 11 quarters.
  • Personal CFO Solutions's Dollar General position peaked at $1.19M in Q4 2020.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.