WIS
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Wright Investors Service’s Dollar General DG Stock Holding History

Wright Investors Service’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 		$572K Sell
4,815
-264
-5% -$37.6K 0.18% 111
2025
Q4 		$674K Buy
+5,079
New +$567K 0.2% 96
2016
Q4 		– Sell
-2,860
Closed -$200K – 230
2016
Q3 		$200K Sell
2,860
-5,885
-67% -$499K 0.08% 201
2016
Q2 		$822K Buy
8,745
+1,780
+26% +$153K 0.34% 101
2016
Q1 		$596K Buy
6,965
+1,033
+17% +$78.2K 0.24% 138
2015
Q4 		$426K Buy
+5,932
New +$402K 0.16% 196

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