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West Family Investments’s Dollar General DG Stock Holding History

West Family Investments’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 		– Sell
-2,035
Closed -$270K – 287
2025
Q4 		$270K Sell
2,035
-53
-3% -$5.91K 0.06% 274
2025
Q3 		$216K Sell
2,088
-6
-0.3% -$658 0.05% 338
2025
Q2 		$240K Buy
+2,094
New +$208K 0.06% 305
2024
Q1 		– Sell
-1,668
Closed -$227K – 264
2023
Q4 		$227K Buy
+1,668
New +$202K 0.08% 202
2023
Q1 		– Sell
-2,517
Closed -$620K – 231
2022
Q4 		$620K Sell
2,517
-266
-10% -$65.8K 0.21% 85
2022
Q3 		$668K Buy
2,783
+120
+5% +$29.6K 0.28% 78
2022
Q2 		$654K Buy
2,663
+1,568
+143% +$366K 0.26% 77
2022
Q1 		$244K Sell
1,095
-2,717
-71% -$577K 0.07% 227
2021
Q4 		$899K Sell
3,812
-586
-13% -$129K 0.25% 75
2021
Q3 		$933K Buy
4,398
+313
+8% +$70.6K 0.24% 77
2021
Q2 		$884K Buy
+4,085
New +$858K 0.24% 64

Other funds holding DG

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

West Family Investments's DG Position: Q1 2026 in Review

West Family Investments sold out of Dollar General (DG) in Q1 2026, closing a stake of 2,035 shares — an estimated $270K sold.

West Family Investments first reported a position in DG in Q2 2021 and held it in 11 quarters. The position peaked at $933K in Q3 2021. 1,149 funds tracked by Wall St. Rank hold DG as of Q1 2026.

  • West Family Investments reported no remaining Dollar General position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 2,035 Dollar General shares in Q1 2026, an estimated $270K.
  • West Family Investments first reported a position in Dollar General in Q2 2021 and held it in 11 quarters.
  • West Family Investments's Dollar General position peaked at $933K in Q3 2021.
  • 1,149 funds tracked by Wall St. Rank held Dollar General as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.