The Family Firm’s Dollar General DG Stock Holding History

The Family Firm’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	-83	Closed	-$11K	–	358
2024 Q2	$11K	Buy	+83	New	+$11.6K	﹤0.01%	665

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

The Family Firm's DG Position: Q3 2024 in Review

The Family Firm sold out of Dollar General (DG) in Q3 2024, closing a stake of 83 shares — an estimated $11K sold.

The Family Firm first reported a position in DG in Q2 2024 and held it in 1 quarter. The position peaked at $11K in Q2 2024. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

The Family Firm reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 83 Dollar General shares in Q3 2024, an estimated $11K.
The Family Firm first reported a position in Dollar General in Q2 2024 and held it in 1 quarter.
The Family Firm's Dollar General position peaked at $11K in Q2 2024.
915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.