Aviso Financial’s Dollar Tree DLTR Stock Holding History

Aviso Financial’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
2024 Q4	–	Sell	-48	Closed	-$3.38K	–	367
2024 Q3	$3.38K	Buy	+48	New	+$4.38K	﹤0.01%	325

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Aviso Financial's DLTR Position: Q4 2024 in Review

Aviso Financial sold out of Dollar Tree (DLTR) in Q4 2024, closing a stake of 48 shares — an estimated $3.38K sold.

Aviso Financial first reported a position in DLTR in Q3 2024 and held it in 1 quarter. The position peaked at $3.38K in Q3 2024. 714 funds tracked by Wall St. Rank hold DLTR as of Q4 2024.

Aviso Financial reported no remaining Dollar Tree position as of Q4 2024 after selling out during the quarter.
Aviso Financial sold 48 Dollar Tree shares in Q4 2024, an estimated $3.38K.
Aviso Financial first reported a position in Dollar Tree in Q3 2024 and held it in 1 quarter.
Aviso Financial's Dollar Tree position peaked at $3.38K in Q3 2024.
714 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2024.

Based on Aviso Financial's 13F filing for Q4 2024, filed 10 Feb 2025.