3IP
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3Chopt Investment Partners’s Dollar Tree DLTR Stock Holding History

3Chopt Investment Partners’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,205
Closed -$1.32M – 139
2023
Q1 		$1.32M Sell
9,205
-155
-2% -$22.5K 0.7% 46
2022
Q4 		$1.32M Buy
+9,360
New +$1.39M 0.72% 46

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

3Chopt Investment Partners's DLTR Position: Q2 2023 in Review

3Chopt Investment Partners sold out of Dollar Tree (DLTR) in Q2 2023, closing a stake of 9,205 shares — an estimated $1.32M sold.

3Chopt Investment Partners first reported a position in DLTR in Q4 2022 and held it in 2 quarters. The position peaked at $1.32M in Q4 2022. 765 funds tracked by Wall St. Rank hold DLTR as of Q2 2023.

  • 3Chopt Investment Partners reported no remaining Dollar Tree position as of Q2 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 9,205 Dollar Tree shares in Q2 2023, an estimated $1.32M.
  • 3Chopt Investment Partners first reported a position in Dollar Tree in Q4 2022 and held it in 2 quarters.
  • 3Chopt Investment Partners's Dollar Tree position peaked at $1.32M in Q4 2022.
  • 765 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2023.

Based on 3Chopt Investment Partners's 13F filing for Q2 2023, filed 26 Jul 2023.