PUREfi Wealth’s Dollar General DG Stock Holding History

PUREfi Wealth’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
2025 Q1	–	Sell	-4,810	Closed	-$365K	–	148
2024 Q4	$365K	Buy	+4,810	New	+$379K	0.36%	77

Other funds holding DG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PUREfi Wealth's DG Position: Q1 2025 in Review

PUREfi Wealth sold out of Dollar General (DG) in Q1 2025, closing a stake of 4,810 shares — an estimated $365K sold.

PUREfi Wealth first reported a position in DG in Q4 2024 and held it in 1 quarter. The position peaked at $365K in Q4 2024. 912 funds tracked by Wall St. Rank hold DG as of Q1 2025.

PUREfi Wealth reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
PUREfi Wealth sold 4,810 Dollar General shares in Q1 2025, an estimated $365K.
PUREfi Wealth first reported a position in Dollar General in Q4 2024 and held it in 1 quarter.
PUREfi Wealth's Dollar General position peaked at $365K in Q4 2024.
912 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.