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Sustainable Insight Capital Management’s Dollar General DG Stock Holding History

Sustainable Insight Capital 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
Q2 		$361K Sell
3,135
-3,500
-53% -$398K 0.15% 66
2026
Q1 		$788K Buy
6,635
+4,200
+172% +$599K 0.26% 58
2025
Q4 		$323K Sell
2,435
-2,200
-47% -$245K 0.11% 63
2025
Q3 		$479K Buy
4,635
+200
+5% +$21.9K 0.15% 49
2025
Q2 		$507K Buy
+4,435
New +$440K 0.23% 48
2023
Q2 		– Sell
-3,015
Closed -$635K – 66
2023
Q1 		$635K Buy
+3,015
New +$677K 0.64% 41

Other funds holding DG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sustainable Insight Capital Management's DG Position: Q2 2026 in Review

Sustainable Insight Capital Management reduced its Dollar General (DG) stake by 53% in Q2 2026, selling an estimated $398K and leaving 3,135 shares worth $361K. The position accounts for 0.15% of the portfolio, ranked #66.

Sustainable Insight Capital Management first reported a position in DG in Q1 2023 and has held it in 6 quarters since. The position peaked at $788K in Q1 2026. 1,131 funds tracked by Wall St. Rank hold DG as of Q2 2026.

  • Sustainable Insight Capital Management held 3,135 shares of Dollar General worth $361K as of Q2 2026.
  • Sustainable Insight Capital Management sold 3,500 Dollar General shares in Q2 2026, an estimated $398K.
  • Dollar General made up 0.15% of Sustainable Insight Capital Management's portfolio in Q2 2026, its #66 holding.
  • Sustainable Insight Capital Management first reported a position in Dollar General in Q1 2023 and has held it in 6 quarters since.
  • Sustainable Insight Capital Management's Dollar General position peaked at $788K in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.