Axiom Advisory’s Dollar Tree DLTR Stock Holding History

Axiom Advisory’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 Q3	–	Sell	-1,764	Closed	-$208K	–	296
2024 Q2	$208K	Buy	+1,764	New	+$208K	﹤0.01%	279

Other funds holding DLTR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Axiom Advisory's DLTR Position: Q3 2024 in Review

Axiom Advisory sold out of Dollar Tree (DLTR) in Q3 2024, closing a stake of 1,764 shares — an estimated $208K sold.

Axiom Advisory first reported a position in DLTR in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 686 funds tracked by Wall St. Rank hold DLTR as of Q3 2024.

Axiom Advisory reported no remaining Dollar Tree position as of Q3 2024 after selling out during the quarter.
Axiom Advisory sold 1,764 Dollar Tree shares in Q3 2024, an estimated $208K.
Axiom Advisory first reported a position in Dollar Tree in Q2 2024 and held it in 1 quarter.
Axiom Advisory's Dollar Tree position peaked at $208K in Q2 2024.
686 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.