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Prosperity Financial Group’s Dollar General DG Stock Holding History

Prosperity Financial Group’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
-1,542
Closed -$204K – 159
2024
Q2 		$204K Buy
1,542
+163
+12% +$22.8K 0.13% 132
2024
Q1 		$215K Buy
+1,379
New +$196K 0.13% 129
2023
Q3 		– Sell
-1,231
Closed -$209K – 121
2023
Q2 		$209K Buy
1,231
+83
+7% +$16.4K 0.18% 118
2023
Q1 		$242K Buy
+1,148
New +$258K 0.24% 86

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Prosperity Financial Group's DG Position: Q3 2024 in Review

Prosperity Financial Group sold out of Dollar General (DG) in Q3 2024, closing a stake of 1,542 shares — an estimated $204K sold.

Prosperity Financial Group first reported a position in DG in Q1 2023 and held it in 4 quarters. The position peaked at $242K in Q1 2023. 916 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Prosperity Financial Group reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 1,542 Dollar General shares in Q3 2024, an estimated $204K.
  • Prosperity Financial Group first reported a position in Dollar General in Q1 2023 and held it in 4 quarters.
  • Prosperity Financial Group's Dollar General position peaked at $242K in Q1 2023.
  • 916 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Prosperity Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.