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Financial Gravity Companies’s Dollar Tree DLTR Stock Holding History

Financial Gravity Companies’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
Q4 		$4K Buy
+44
New +$3.72K ﹤0.01% 758
2018
Q1 		$36K Buy
373
+296
+384% +$31K 0.04% 419
2017
Q4 		$9K Buy
+77
New +$7.53K 0.01% 579

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Financial Gravity Companies's DLTR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Dollar Tree (DLTR) in Q4 2018: 44 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DLTR as recently as Q1 2018.

Financial Gravity Companies first reported a position in DLTR in Q4 2017 and has held it in 3 quarters since. The position peaked at $36K in Q1 2018. 696 funds tracked by Wall St. Rank hold DLTR as of Q4 2018.

  • Financial Gravity Companies held 44 shares of Dollar Tree worth $4K as of Q4 2018.
  • Dollar Tree was a new Financial Gravity Companies position in Q4 2018.
  • Dollar Tree made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #758 holding.
  • Financial Gravity Companies first reported a position in Dollar Tree in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Dollar Tree position peaked at $36K in Q1 2018.
  • 696 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.