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Sabal Trust’s Dollar General DG Stock Holding History

Sabal Trust’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 		$936K Buy
10,642
+2,302
+28% +$174K 0.05% 150
2024
Q4 		$632K Buy
8,340
+4,083
+96% +$322K 0.04% 171
2024
Q3 		$360K Buy
+4,257
New +$467K 0.02% 183

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sabal Trust's DG Position: Q1 2025 in Review

Sabal Trust increased its Dollar General (DG) stake by 28% in Q1 2025, buying an estimated $174K and bringing the position to 10,642 shares worth $936K. The position accounts for 0.05% of the portfolio, ranked #150.

Sabal Trust first reported a position in DG in Q3 2024 and has held it in 3 quarters since. 913 funds tracked by Wall St. Rank hold DG as of Q1 2025.

  • Sabal Trust held 10,642 shares of Dollar General worth $936K as of Q1 2025.
  • Sabal Trust bought 2,302 Dollar General shares in Q1 2025, an estimated $174K.
  • Dollar General made up 0.05% of Sabal Trust's portfolio in Q1 2025, its #150 holding.
  • Sabal Trust first reported a position in Dollar General in Q3 2024 and has held it in 3 quarters since.
  • 913 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.