SW
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Simplicity Wealth’s Dollar General DG Stock Holding History

Simplicity Wealth’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
-8,894
Closed -$1.18M – 667
2024
Q2 		$1.18M Sell
8,894
-434
-5% -$60.6K 0.03% 488
2024
Q1 		$1.46M Buy
+9,328
New +$1.33M 0.03% 420

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 $5.72T AUM 30.48% 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 $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 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

Simplicity Wealth's DG Position: Q3 2024 in Review

Simplicity Wealth sold out of Dollar General (DG) in Q3 2024, closing a stake of 8,894 shares — an estimated $1.18M sold.

Simplicity Wealth first reported a position in DG in Q1 2024 and held it in 2 quarters. The position peaked at $1.46M in Q1 2024. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Simplicity Wealth reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 8,894 Dollar General shares in Q3 2024, an estimated $1.18M.
  • Simplicity Wealth first reported a position in Dollar General in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Dollar General position peaked at $1.46M in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.