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Baron Silver Stevens Financial Advisors’s Dollar Tree DLTR Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-34
Closed -$3K – 155
2020
Q4 		$3K Buy
+34
New +$3.41K ﹤0.01% 353

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's DLTR Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Dollar Tree (DLTR) in Q1 2021, closing a stake of 34 shares — an estimated $3K sold.

Baron Silver Stevens Financial Advisors first reported a position in DLTR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 754 funds tracked by Wall St. Rank hold DLTR as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Dollar Tree position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 34 Dollar Tree shares in Q1 2021, an estimated $3K.
  • Baron Silver Stevens Financial Advisors first reported a position in Dollar Tree in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Dollar Tree position peaked at $3K in Q4 2020.
  • 754 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.