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Wealth Quarterback’s Dollar General DG Stock Holding History

Wealth Quarterback’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
Q2 		– Sell
-1,855
Closed -$290K – 126
2024
Q1 		$290K Sell
1,855
-4,585
-71% -$652K 0.16% 92
2023
Q4 		$875K Buy
6,440
+1,429
+29% +$173K 0.53% 42
2023
Q3 		$530K Buy
5,011
+1,659
+49% +$247K 0.46% 57
2023
Q2 		$569K Buy
3,352
+53
+2% +$10.5K 0.39% 55
2023
Q1 		$694K Buy
3,299
+274
+9% +$61.5K 0.59% 39
2022
Q4 		$745K Buy
+3,025
New +$748K 0.62% 37
2021
Q3 		$201K Buy
1,002
+2
+0.2% +$451 0.13% 110
2021
Q2 		$217K Buy
+1,000
New +$210K 0.13% 109
2020
Q4 		$211K Sell
1,004
-431
-30% -$92.1K 0.18% 100
2020
Q3 		$273K Hold
1,435
– – 0.25% 88
2020
Q2 		$273K Sell
1,435
-747
-34% -$135K 0.25% 88
2020
Q1 		$317K Sell
2,182
-63,064
-97% -$9.74M 0.29% 73
2019
Q4 		$519K Buy
+65,246
New +$10.4M 0.45% 51

Other funds holding DG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 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

Wealth Quarterback's DG Position: Q2 2024 in Review

Wealth Quarterback sold out of Dollar General (DG) in Q2 2024, closing a stake of 1,855 shares — an estimated $290K sold.

Wealth Quarterback first reported a position in DG in Q4 2019 and held it in 13 quarters. The position peaked at $875K in Q4 2023. 1,041 funds tracked by Wall St. Rank hold DG as of Q2 2024.

  • Wealth Quarterback reported no remaining Dollar General position as of Q2 2024 after selling out during the quarter.
  • Wealth Quarterback sold 1,855 Dollar General shares in Q2 2024, an estimated $290K.
  • Wealth Quarterback first reported a position in Dollar General in Q4 2019 and held it in 13 quarters.
  • Wealth Quarterback's Dollar General position peaked at $875K in Q4 2023.
  • 1,041 funds tracked by Wall St. Rank held Dollar General as of Q2 2024.

Based on Wealth Quarterback's 13F filing for Q2 2024, filed 22 Jul 2024.