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Significant Wealth Partners’s Dollar General DG Stock Holding History

Significant Wealth Partners’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
-3,911
Closed -$331K – 93
2024
Q3 		$331K Buy
3,911
+781
+25% +$85.6K 0.17% 48
2024
Q2 		$414K Buy
3,130
+877
+39% +$122K 0.23% 27
2024
Q1 		$352K Sell
2,253
-3,203
-59% -$455K 0.23% 107
2023
Q4 		$742K Buy
+5,456
New +$662K 0.54% 54

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Significant Wealth Partners's DG Position: Q4 2024 in Review

Significant Wealth Partners sold out of Dollar General (DG) in Q4 2024, closing a stake of 3,911 shares — an estimated $331K sold.

Significant Wealth Partners first reported a position in DG in Q4 2023 and held it in 4 quarters. The position peaked at $742K in Q4 2023. 905 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Significant Wealth Partners reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 3,911 Dollar General shares in Q4 2024, an estimated $331K.
  • Significant Wealth Partners first reported a position in Dollar General in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's Dollar General position peaked at $742K in Q4 2023.
  • 905 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.