CWM
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Cedar Wealth Management’s Dollar Tree DLTR Stock Holding History

Cedar Wealth Management’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
2022
Q2 		– Sell
-1,763
Closed -$282K – 350
2022
Q1 		$282K Sell
1,763
-3,415
-66% -$483K 0.11% 102
2021
Q4 		$728K Sell
5,178
-3,220
-38% -$391K 0.29% 67
2021
Q3 		$804K Buy
8,398
+1,274
+18% +$123K 0.36% 53
2021
Q2 		$709K Sell
7,124
-85
-1% -$9.24K 0.32% 62
2021
Q1 		$825K Buy
7,209
+593
+9% +$63.7K 0.41% 47
2020
Q4 		$715K Buy
6,616
+110
+2% +$11K 0.38% 44
2020
Q3 		$594K Buy
6,506
+3,012
+86% +$283K 0.37% 40
2020
Q2 		$324K Hold
3,494
– – 0.22% 63
2020
Q1 		$257K Buy
+3,494
New +$297K 0.17% 67

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cedar Wealth Management's DLTR Position: Q2 2022 in Review

Cedar Wealth Management sold out of Dollar Tree (DLTR) in Q2 2022, closing a stake of 1,763 shares — an estimated $282K sold.

Cedar Wealth Management first reported a position in DLTR in Q1 2020 and held it in 9 quarters. The position peaked at $825K in Q1 2021. 835 funds tracked by Wall St. Rank hold DLTR as of Q2 2022.

  • Cedar Wealth Management reported no remaining Dollar Tree position as of Q2 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 1,763 Dollar Tree shares in Q2 2022, an estimated $282K.
  • Cedar Wealth Management first reported a position in Dollar Tree in Q1 2020 and held it in 9 quarters.
  • Cedar Wealth Management's Dollar Tree position peaked at $825K in Q1 2021.
  • 835 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2022.

Based on Cedar Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.