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Signature Estate & Investment Advisors’s Dollar General DG Stock Holding History

Signature Estate & Investment 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
Q3 		– Sell
-1,841
Closed -$243K – 525
2024
Q2 		$243K Buy
+1,841
New +$257K 0.01% 444

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Signature Estate & Investment Advisors's DG Position: Q3 2024 in Review

Signature Estate & Investment Advisors sold out of Dollar General (DG) in Q3 2024, closing a stake of 1,841 shares — an estimated $243K sold.

Signature Estate & Investment Advisors first reported a position in DG in Q2 2024 and held it in 1 quarter. The position peaked at $243K in Q2 2024. 916 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Signature Estate & Investment Advisors reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 1,841 Dollar General shares in Q3 2024, an estimated $243K.
  • Signature Estate & Investment Advisors first reported a position in Dollar General in Q2 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Dollar General position peaked at $243K in Q2 2024.
  • 916 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.