Coury Firm Asset Management’s Dollar Tree DLTR Stock Holding History

Coury Firm Asset 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
2023 Q3	$229K	Buy	+2,153	New	+$288K	0.37%	41

Other funds holding DLTR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

EIG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Coury Firm Asset Management's DLTR Position: Q3 2023 in Review

Coury Firm Asset Management opened a new position in Dollar Tree (DLTR) in Q3 2023: 2,153 shares worth $229K. The stake represents 0.37% of the portfolio and ranks #41 among its holdings.

730 funds tracked by Wall St. Rank hold DLTR as of Q3 2023.

Coury Firm Asset Management held 2,153 shares of Dollar Tree worth $229K as of Q3 2023.
Dollar Tree was a new Coury Firm Asset Management position in Q3 2023.
Dollar Tree made up 0.37% of Coury Firm Asset Management's portfolio in Q3 2023, its #41 holding.
730 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.