TC
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Truvestments Capital’s Dollar General DG Stock Holding History

Truvestments Capital’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 		– Hold
0
– – – 1144
2025
Q4 		– Hold
0
– – – 999
2025
Q3 		– Hold
0
– – – 1010
2025
Q2 		– Hold
0
– – – 940
2025
Q1 		– Hold
0
– – – 1014
2024
Q4 		– Hold
0
– – – 1005
2024
Q3 		– Hold
0
– – – 924
2024
Q2 		– Hold
0
– -$60 – 347
2024
Q1 		– Hold
0
– – – 715
2023
Q4 		– Hold
0
– – – 781
2021
Q2 		– Sell
-100
Closed -$20K – 640
2021
Q1 		$20K Sell
100
-51
-34% -$10.1K 0.01% 372
2020
Q4 		$32K Sell
151
-1
-0.7% -$214 0.02% 314
2020
Q3 		$32K Buy
152
+1
+0.7% +$197 0.03% 204
2020
Q2 		$28K Buy
151
+1
+0.7% +$181 0.03% 266
2020
Q1 		$22K Buy
+150
New +$23.2K 0.03% 254

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