VIM
DG icon

VELA Investment Management’s Dollar General DG Stock Holding History

VELA Investment 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
2023
Q3 		– Sell
-9,631
Closed -$1.64M – 139
2023
Q2 		$1.64M Sell
9,631
-64
-0.7% -$12.7K 0.75% 44
2023
Q1 		$2.04M Buy
9,695
+2,148
+28% +$482K 0.93% 31
2022
Q4 		$1.86M Buy
7,547
+1,027
+16% +$254K 0.92% 31
2022
Q3 		$1.56M Sell
6,520
-285
-4% -$70.3K 0.89% 32
2022
Q2 		$1.67M Buy
6,805
+394
+6% +$92K 0.96% 35
2022
Q1 		$1.43M Buy
6,411
+915
+17% +$194K 0.9% 34
2021
Q4 		$1.3M Buy
+5,496
New +$1.21M 0.87% 38

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

VELA Investment Management's DG Position: Q3 2023 in Review

VELA Investment Management sold out of Dollar General (DG) in Q3 2023, closing a stake of 9,631 shares — an estimated $1.64M sold.

VELA Investment Management first reported a position in DG in Q4 2021 and held it in 7 quarters. The position peaked at $2.04M in Q1 2023. 1,035 funds tracked by Wall St. Rank hold DG as of Q3 2023.

  • VELA Investment Management reported no remaining Dollar General position as of Q3 2023 after selling out during the quarter.
  • VELA Investment Management sold 9,631 Dollar General shares in Q3 2023, an estimated $1.64M.
  • VELA Investment Management first reported a position in Dollar General in Q4 2021 and held it in 7 quarters.
  • VELA Investment Management's Dollar General position peaked at $2.04M in Q1 2023.
  • 1,035 funds tracked by Wall St. Rank held Dollar General as of Q3 2023.

Based on VELA Investment Management's 13F filing for Q3 2023, filed 7 Nov 2023.