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BOIA
Bush ODonnell Investment Advisors’s
Dollar Tree
DLTR
Stock Holding History
Bush ODonnell Investment 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
2018
Q3
$489K
Hold
6,000
–
–
0.75%
22
2018
Q2
$510K
Hold
6,000
–
–
0.86%
21
2018
Q1
$569K
Hold
6,000
–
–
0.8%
21
2017
Q4
$644K
Hold
6,000
–
–
0.52%
24
2017
Q3
$521K
Hold
6,000
–
–
0.4%
34
2017
Q2
$420K
Hold
6,000
–
–
0.26%
40
2017
Q1
$471K
Hold
6,000
–
–
0.29%
39
2016
Q4
$463K
Hold
6,000
–
–
0.31%
39
2016
Q3
$474K
Hold
6,000
–
–
0.32%
38
2016
Q2
$565K
Hold
6,000
–
–
0.38%
34
2016
Q1
$495K
Hold
6,000
–
–
0.34%
33
2015
Q4
$463K
Hold
6,000
–
–
0.32%
33
2015
Q3
$400K
Hold
6,000
–
–
0.28%
31
2015
Q2
$474K
Hold
6,000
–
–
0.29%
30
2015
Q1
$487K
Hold
6,000
–
–
0.29%
30
2014
Q4
$422K
Hold
6,000
–
–
0.23%
32
2014
Q3
$336K
Hold
6,000
–
–
0.2%
38
2014
Q2
$327K
Hold
6,000
–
–
0.18%
45
2014
Q1
$313K
Hold
6,000
–
–
0.16%
44
2013
Q4
$339K
Hold
6,000
–
–
0.18%
42
2013
Q3
$343K
Hold
6,000
–
–
0.16%
41
2013
Q2
$305K
Buy
+6,000
New
+$292K
0.15%
42
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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