RGF
DG icon

Retirement Guys Formula’s Dollar General DG Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-3,591
Closed -$488K – 134
2023
Q4 		$488K Buy
3,591
+386
+12% +$46.8K 0.26% 89
2023
Q3 		$339K Buy
3,205
+697
+28% +$104K 0.24% 106
2023
Q2 		$426K Buy
+2,508
New +$496K 0.25% 106

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Guys Formula's DG Position: Q1 2024 in Review

Retirement Guys Formula sold out of Dollar General (DG) in Q1 2024, closing a stake of 3,591 shares — an estimated $488K sold.

Retirement Guys Formula first reported a position in DG in Q2 2023 and held it in 3 quarters. The position peaked at $488K in Q4 2023. 1,104 funds tracked by Wall St. Rank hold DG as of Q1 2024.

  • Retirement Guys Formula reported no remaining Dollar General position as of Q1 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 3,591 Dollar General shares in Q1 2024, an estimated $488K.
  • Retirement Guys Formula first reported a position in Dollar General in Q2 2023 and held it in 3 quarters.
  • Retirement Guys Formula's Dollar General position peaked at $488K in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held Dollar General as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.