Sherman Porfolios’s Dollar General DG Stock Holding History

Sherman Porfolios’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	-6,072	Closed	-$628K	–	164
2025 Q3	$628K	Buy	+6,072	New	+$666K	0.22%	38

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sherman Porfolios's DG Position: Q4 2025 in Review

Sherman Porfolios sold out of Dollar General (DG) in Q4 2025, closing a stake of 6,072 shares — an estimated $628K sold.

Sherman Porfolios first reported a position in DG in Q3 2025 and held it in 1 quarter. The position peaked at $628K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

Sherman Porfolios reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
Sherman Porfolios sold 6,072 Dollar General shares in Q4 2025, an estimated $628K.
Sherman Porfolios first reported a position in Dollar General in Q3 2025 and held it in 1 quarter.
Sherman Porfolios's Dollar General position peaked at $628K in Q3 2025.
1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Sherman Porfolios's 13F filing for Q4 2025, filed 17 Feb 2026.