Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Dollar General DG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$58.6M Sell
493,691
-29,164
-6% -$4.16M 0.04% 397
2025
Q4 		$69.4M Buy
522,855
+12,411
+2% +$1.38M 0.04% 366
2025
Q3 		$52.8M Buy
510,444
+7,988
+2% +$876K 0.03% 459
2025
Q2 		$57.5M Buy
502,456
+4,907
+1% +$487K 0.04% 420
2025
Q1 		$43.7M Buy
497,549
+3,917
+0.8% +$297K 0.03% 484
2024
Q4 		$37.4M Buy
493,632
+12,808
+3% +$1.01M 0.03% 525
2024
Q3 		$40.7M Buy
480,824
+8,388
+2% +$919K 0.03% 502
2024
Q2 		$62.5M Sell
472,436
-46,289
-9% -$6.46M 0.05% 379
2024
Q1 		$81M Buy
518,725
+2,785
+0.5% +$396K 0.06% 359
2023
Q4 		$70.1M Sell
515,940
-9,563
-2% -$1.16M 0.05% 377
2023
Q3 		$55.6M Sell
525,503
-14,515
-3% -$2.16M 0.05% 414
2023
Q2 		$91.7M Sell
540,018
-191,075
-26% -$37.8M 0.07% 303
2023
Q1 		$154M Sell
731,093
-39,089
-5% -$8.77M 0.11% 191
2022
Q4 		$190M Buy
770,182
+935
+0.1% +$231K 0.15% 154
2022
Q3 		$185M Buy
769,247
+29,976
+4% +$7.39M 0.15% 152
2022
Q2 		$181M Buy
739,271
+9,058
+1% +$2.11M 0.14% 164
2022
Q1 		$163M Sell
730,213
-6,484
-0.9% -$1.38M 0.11% 203
2021
Q4 		$174M Sell
736,697
-165,492
-18% -$36.5M 0.11% 208
2021
Q3 		$191M Sell
902,189
-6,957
-0.8% -$1.57M 0.12% 189
2021
Q2 		$197M Sell
909,146
-53,866
-6% -$11.3M 0.12% 197
2021
Q1 		$195M Sell
963,012
-39,808
-4% -$7.91M 0.12% 190
2020
Q4 		$211M Buy
1,002,820
+3,649
+0.4% +$779K 0.14% 174
2020
Q3 		$209M Sell
999,171
-202,462
-17% -$39.8M 0.14% 158
2020
Q2 		$228M Sell
1,201,633
-356,039
-23% -$64.4M 0.16% 142
2020
Q1 		$235M Buy
1,557,672
+432,887
+38% +$66.8M 0.2% 111
2019
Q4 		$175M Sell
1,124,785
-41,577
-4% -$6.6M 0.14% 166
2019
Q3 		$185M Sell
1,166,362
-9,365
-0.8% -$1.35M 0.16% 146
2019
Q2 		$159M Buy
1,175,727
+59,205
+5% +$7.48M 0.14% 163
2019
Q1 		$133M Sell
1,116,522
-62,033
-5% -$7.22M 0.12% 186
2018
Q4 		$126M Buy
1,178,555
+301,182
+34% +$32.6M 0.14% 166
2018
Q3 		$95.9M Buy
877,373
+13,882
+2% +$1.44M 0.1% 220
2018
Q2 		$85.1M Buy
863,491
+58,333
+7% +$5.61M 0.1% 223
2018
Q1 		$75.3M Buy
805,158
+7,890
+1% +$758K 0.1% 231
2017
Q4 		$74.2M Buy
797,268
+3,119
+0.4% +$268K 0.1% 233
2017
Q3 		$64.4M Sell
794,149
-16,029
-2% -$1.2M 0.09% 246
2017
Q2 		$58.4M Buy
810,178
+12,559
+2% +$905K 0.09% 265
2017
Q1 		$55.6M Sell
797,619
-14,810
-2% -$1.08M 0.09% 268
2016
Q4 		$60.2M Sell
812,429
-163,665
-17% -$11.9M 0.1% 240
2016
Q3 		$68.3M Sell
976,094
-15,715
-2% -$1.33M 0.11% 218
2016
Q2 		$93.2M Buy
991,809
+66,189
+7% +$5.71M 0.16% 150
2016
Q1 		$79.2M Sell
925,620
-10,013
-1% -$758K 0.14% 165
2015
Q4 		$67.5M Buy
935,633
+92,215
+11% +$6.26M 0.12% 198
2015
Q3 		$61.1M Buy
843,418
+35,580
+4% +$2.72M 0.12% 211
2015
Q2 		$62.8M Buy
807,838
+10,369
+1% +$782K 0.11% 215
2015
Q1 		$60.1M Buy
797,469
+48,260
+6% +$3.41M 0.11% 236
2014
Q4 		$53.3M Sell
749,209
-45,818
-6% -$2.98M 0.1% 240
2014
Q3 		$48.6M Sell
795,027
-3,239
-0.4% -$194K 0.1% 250
2014
Q2 		$45.8M Buy
798,266
+18,659
+2% +$1.07M 0.09% 248
2014
Q1 		$43.3M Sell
779,607
-75,667
-9% -$4.4M 0.09% 256
2013
Q4 		$51.9M Buy
855,274
+35,150
+4% +$2.06M 0.11% 218
2013
Q3 		$46.3M Sell
820,124
-1,098
-0.1% -$60.3K 0.1% 233
2013
Q2 		$41.4M Buy
+821,222
New +$42.6M 0.09% 250

Other funds holding DG

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Sumitomo Mitsui Trust Group's DG Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Dollar General (DG) stake by 5.6% in Q1 2026, selling an estimated $4.16M and leaving 493,691 shares worth $58.6M. The position accounts for 0.04% of the portfolio, ranked #397.

Sumitomo Mitsui Trust Group first reported a position in DG in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q1 2020. 1,148 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 493,691 shares of Dollar General worth $58.6M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 29,164 Dollar General shares in Q1 2026, an estimated $4.16M.
  • Dollar General made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #397 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Dollar General in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Dollar General position peaked at $235M in Q1 2020.
  • 1,148 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.