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Sand Hill Global Advisors’s Dollar General DG Stock Holding History

Sand Hill Global 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
2024
Q4 		– Sell
-8,367
Closed -$708K – 192
2024
Q3 		$708K Hold
8,367
– – 0.03% 122
2024
Q2 		$1.11M Hold
8,367
– – 0.05% 107
2024
Q1 		$1.31M Sell
8,367
-66
-0.8% -$9.38K 0.06% 92
2023
Q4 		$1.15M Hold
8,433
– – 0.06% 96
2023
Q3 		$892K Hold
8,433
– – 0.05% 93
2023
Q2 		$1.43M Hold
8,433
– – 0.07% 87
2023
Q1 		$1.77M Sell
8,433
-87
-1% -$19.5K 0.1% 86
2022
Q4 		$2.1M Buy
8,520
+153
+2% +$37.8K 0.12% 83
2022
Q3 		$2.01M Sell
8,367
-72
-0.9% -$17.8K 0.13% 77
2022
Q2 		$2.07M Buy
8,439
+72
+0.9% +$16.8K 0.12% 81
2022
Q1 		$1.86M Sell
8,367
-3
-0% -$637 0.1% 80
2021
Q4 		$1.97M Hold
8,370
– – 0.11% 82
2021
Q3 		$1.78M Sell
8,370
-147
-2% -$33.2K 0.11% 82
2021
Q2 		$1.84M Buy
8,517
+38
+0.4% +$7.98K 0.11% 78
2021
Q1 		$1.72M Hold
8,479
– – 0.11% 74
2020
Q4 		$1.78M Sell
8,479
-25
-0.3% -$5.34K 0.12% 73
2020
Q3 		$1.78M Buy
8,504
+20
+0.2% +$3.93K 0.14% 69
2020
Q2 		$1.62M Buy
8,484
+5
+0.1% +$905 0.13% 70
2020
Q1 		$1.28M Sell
8,479
-23
-0.3% -$3.55K 0.12% 69
2019
Q4 		$1.33M Buy
8,502
+112
+1% +$17.8K 0.12% 73
2019
Q3 		$1.33M Buy
+8,390
New +$1.21M 0.13% 67

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Sand Hill Global Advisors's DG Position: Q4 2024 in Review

Sand Hill Global Advisors sold out of Dollar General (DG) in Q4 2024, closing a stake of 8,367 shares — an estimated $708K sold.

Sand Hill Global Advisors first reported a position in DG in Q3 2019 and held it in 21 quarters. The position peaked at $2.1M in Q4 2022. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Sand Hill Global Advisors reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
  • Sand Hill Global Advisors sold 8,367 Dollar General shares in Q4 2024, an estimated $708K.
  • Sand Hill Global Advisors first reported a position in Dollar General in Q3 2019 and held it in 21 quarters.
  • Sand Hill Global Advisors's Dollar General position peaked at $2.1M in Q4 2022.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Sand Hill Global Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.