Crumly & Associates’s Dollar Tree DLTR Stock Holding History

Crumly & Associates’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	-4,536	Closed	-$726K	–	109
2022 Q1	$726K	Sell	4,536 -114	-2%	-$16.1K	0.27%	57
2021 Q4	$613K	Buy	4,650 +18	+0.4%	+$2.19K	0.24%	63
2021 Q3	$443K	Sell	4,632 -8	-0.2%	-$769	0.21%	77
2021 Q2	$462K	Buy	4,640 +2,147	+86%	+$233K	0.22%	78
2021 Q1	$285K	Buy	+2,493	New	+$268K	0.17%	78

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Crumly & Associates's DLTR Position: Q2 2022 in Review

Crumly & Associates sold out of Dollar Tree (DLTR) in Q2 2022, closing a stake of 4,536 shares — an estimated $726K sold.

Crumly & Associates first reported a position in DLTR in Q1 2021 and held it in 5 quarters. The position peaked at $726K in Q1 2022. 835 funds tracked by Wall St. Rank hold DLTR as of Q2 2022.

Crumly & Associates reported no remaining Dollar Tree position as of Q2 2022 after selling out during the quarter.
Crumly & Associates sold 4,536 Dollar Tree shares in Q2 2022, an estimated $726K.
Crumly & Associates first reported a position in Dollar Tree in Q1 2021 and held it in 5 quarters.
Crumly & Associates's Dollar Tree position peaked at $726K in Q1 2022.
835 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2022.

Based on Crumly & Associates's 13F filing for Q2 2022, filed 1 Aug 2022.