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Better Money Decisions’s Dollar Tree DLTR Stock Holding History

Better Money Decisions’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
Q4 		– Sell
-186
Closed -$18K – 198
2021
Q3 		$18K Hold
186
– – 0.01% 293
2021
Q2 		$19K Hold
186
– – 0.02% 276
2021
Q1 		$21K Buy
+186
New +$20K 0.02% 215

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Better Money Decisions's DLTR Position: Q4 2021 in Review

Better Money Decisions sold out of Dollar Tree (DLTR) in Q4 2021, closing a stake of 186 shares — an estimated $18K sold.

Better Money Decisions first reported a position in DLTR in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q1 2021. 795 funds tracked by Wall St. Rank hold DLTR as of Q4 2021.

  • Better Money Decisions reported no remaining Dollar Tree position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 186 Dollar Tree shares in Q4 2021, an estimated $18K.
  • Better Money Decisions first reported a position in Dollar Tree in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Dollar Tree position peaked at $21K in Q1 2021.
  • 795 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.