SageGuard Financial Group’s Dollar General DG Stock Holding History

SageGuard 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
2026 Q1	–	Sell	-1,694	Closed	-$225K	–	197
2025 Q4	$225K	Buy	+1,694	New	+$189K	0.04%	167
2021 Q3	–	Sell	-4,008	Closed	-$867K	–	49
2021 Q2	$867K	Sell	4,008 -916	-19%	-$192K	0.39%	57
2021 Q1	$990K	Sell	4,924 -608	-11%	-$121K	0.46%	54
2020 Q4	$1.17M	Buy	+5,532	New	+$1.18M	0.56%	48

Other funds holding DG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

SageGuard Financial Group's DG Position: Q1 2026 in Review

SageGuard Financial Group sold out of Dollar General (DG) in Q1 2026, closing a stake of 1,694 shares — an estimated $225K sold.

SageGuard Financial Group first reported a position in DG in Q4 2020 and held it in 4 quarters. The position peaked at $1.17M in Q4 2020. 1,151 funds tracked by Wall St. Rank hold DG as of Q1 2026.

SageGuard Financial Group reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
SageGuard Financial Group sold 1,694 Dollar General shares in Q1 2026, an estimated $225K.
SageGuard Financial Group first reported a position in Dollar General in Q4 2020 and held it in 4 quarters.
SageGuard Financial Group's Dollar General position peaked at $1.17M in Q4 2020.
1,151 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on SageGuard Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.