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Realta Investment Advisors’s Dollar General DG Stock Holding History

Realta Investment Advisors’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
Q4 		– Sell
-2,119
Closed -$219K – 351
2025
Q3 		$219K Buy
+2,119
New +$232K 0.07% 183
2024
Q3 		– Sell
-687
Closed -$90.8K – 422
2024
Q2 		$90.8K Hold
687
– – 0.02% 477
2024
Q1 		$107K Buy
+687
New +$97.7K 0.02% 471
2023
Q1 		– Sell
-835
Closed -$206K – 486
2022
Q4 		$206K Buy
+835
New +$206K 0.05% 386
2020
Q1 		– Sell
-262
Closed -$42K – 548
2019
Q4 		$42K Buy
262
+186
+245% +$29.5K 0.01% 713
2019
Q3 		$12K Sell
76
-865
-92% -$125K ﹤0.01% 1060
2019
Q2 		$129K Buy
941
+849
+923% +$107K 0.04% 433
2019
Q1 		$11K Buy
+92
New +$10.7K 0.01% 884

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return