David J. Yvars Group’s Dollar Tree DLTR Stock Holding History

David J. Yvars Group’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 Q4	–	Sell	-19,160	Closed	-$2.61M	–	67
2022 Q3	$2.61M	Buy	+19,160	New	+$2.98M	2.9%	12

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

David J. Yvars Group's DLTR Position: Q4 2022 in Review

David J. Yvars Group sold out of Dollar Tree (DLTR) in Q4 2022, closing a stake of 19,160 shares — an estimated $2.61M sold.

David J. Yvars Group first reported a position in DLTR in Q3 2022 and held it in 1 quarter. The position peaked at $2.61M in Q3 2022. 824 funds tracked by Wall St. Rank hold DLTR as of Q4 2022.

David J. Yvars Group reported no remaining Dollar Tree position as of Q4 2022 after selling out during the quarter.
David J. Yvars Group sold 19,160 Dollar Tree shares in Q4 2022, an estimated $2.61M.
David J. Yvars Group first reported a position in Dollar Tree in Q3 2022 and held it in 1 quarter.
David J. Yvars Group's Dollar Tree position peaked at $2.61M in Q3 2022.
824 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2022.

Based on David J. Yvars Group's 13F filing for Q4 2022, filed 18 Jan 2023.