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Planning Capital Management Corporation’s Dollar General DG Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-515
Closed -$68.1K – 818
2024
Q2 		$68.1K Hold
515
– – 0.05% 176
2024
Q1 		$80.4K Buy
515
+115
+29% +$16.3K 0.06% 151
2023
Q4 		$54.4K Buy
+400
New +$48.5K 0.04% 188

Other funds holding DG

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Planning Capital Management Corporation's DG Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Dollar General (DG) in Q3 2024, closing a stake of 515 shares — an estimated $68.1K sold.

Planning Capital Management Corporation first reported a position in DG in Q4 2023 and held it in 3 quarters. The position peaked at $80.4K in Q1 2024. 916 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 515 Dollar General shares in Q3 2024, an estimated $68.1K.
  • Planning Capital Management Corporation first reported a position in Dollar General in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Dollar General position peaked at $80.4K in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.