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Analyst IMS Investment Management Services’s Dollar Tree DLTR Stock Holding History

Analyst IMS Investment Management Services’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
2018
Q4 		– Sell
-18
Closed -$1K – 111
2018
Q3 		$1K Buy
+18
New +$1.58K ﹤0.01% 167

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Analyst IMS Investment Management Services's DLTR Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of Dollar Tree (DLTR) in Q4 2018, closing a stake of 18 shares — an estimated $1K sold.

Analyst IMS Investment Management Services first reported a position in DLTR in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 697 funds tracked by Wall St. Rank hold DLTR as of Q4 2018.

  • Analyst IMS Investment Management Services reported no remaining Dollar Tree position as of Q4 2018 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 18 Dollar Tree shares in Q4 2018, an estimated $1K.
  • Analyst IMS Investment Management Services first reported a position in Dollar Tree in Q3 2018 and held it in 1 quarter.
  • Analyst IMS Investment Management Services's Dollar Tree position peaked at $1K in Q3 2018.
  • 697 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.