SAM
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Smartleaf Asset Management’s Dollar General DG Stock Holding History

Smartleaf Asset Management’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
2026
Q1 		$145K Buy
1,234
+187
+18% +$26.7K 0.01% 932
2025
Q4 		$142K Buy
1,047
+719
+219% +$80.2K 0.01% 990
2025
Q3 		$33.8K Buy
328
+69
+27% +$7.57K ﹤0.01% 1581
2025
Q2 		$29.6K Sell
259
-106
-29% -$10.5K ﹤0.01% 1389
2025
Q1 		$31.4K Buy
365
+1
+0.3% +$76 ﹤0.01% 1386
2024
Q4 		$27.6K Sell
364
-965
-73% -$76K ﹤0.01% 1477
2024
Q3 		$116K Buy
1,329
+425
+47% +$46.6K 0.01% 662
2024
Q2 		$118K Buy
904
+19
+2% +$2.65K 0.02% 527
2024
Q1 		$136K Sell
885
-177
-17% -$25.2K 0.03% 449
2023
Q4 		$144K Buy
+1,062
New +$129K 0.04% 369

Other funds holding DG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return