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Sugarloaf Wealth Management’s Dollar General DG Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		– Sell
-1
Closed -$75 – 694
2024
Q3 		$75 Hold
1
– – ﹤0.01% 668
2024
Q2 		$117 Sell
1
-111
-99% -$15.5K ﹤0.01% 649
2024
Q1 		$17.4K Sell
112
-98
-47% -$13.9K ﹤0.01% 423
2023
Q4 		$28.6K Sell
210
-367
-64% -$44.5K 0.01% 348
2023
Q3 		$61K Sell
577
-11,407
-95% -$1.7M 0.02% 262
2023
Q2 		$2.03M Buy
11,984
+1,256
+12% +$248K 0.48% 35
2023
Q1 		$2.26M Buy
10,728
+1,245
+13% +$279K 0.55% 32
2022
Q4 		$2.34M Sell
9,483
-613
-6% -$152K 0.59% 25
2022
Q3 		$2.42M Buy
10,096
+475
+5% +$117K 0.62% 22
2022
Q2 		$2.36M Sell
9,621
-245
-2% -$57.2K 0.59% 22
2022
Q1 		$2.22M Buy
9,866
+919
+10% +$195K 0.52% 32
2021
Q4 		$2.11M Buy
8,947
+754
+9% +$167K 0.5% 34
2021
Q3 		$1.74M Buy
8,193
+589
+8% +$133K 0.46% 34
2021
Q2 		$1.65M Buy
7,604
+673
+10% +$141K 0.45% 34
2021
Q1 		$1.4K Buy
6,931
+1,121
+19% +$223K 0.42% 34
2020
Q4 		$1.22M Buy
5,810
+179
+3% +$38.2K 0.41% 37
2020
Q3 		$1.18M Buy
5,631
+302
+6% +$59.4K 0.43% 36
2020
Q2 		$1.01M Buy
5,329
+505
+10% +$91.4K 0.39% 41
2020
Q1 		$728K Buy
+4,824
New +$745K 0.33% 48

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Sugarloaf Wealth Management's DG Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Dollar General (DG) in Q4 2024, closing a stake of 1 share — an estimated $75 sold.

Sugarloaf Wealth Management first reported a position in DG in Q1 2020 and held it in 19 quarters. The position peaked at $2.42M in Q3 2022. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 Dollar General share in Q4 2024, an estimated $75.
  • Sugarloaf Wealth Management first reported a position in Dollar General in Q1 2020 and held it in 19 quarters.
  • Sugarloaf Wealth Management's Dollar General position peaked at $2.42M in Q3 2022.
  • 903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.