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Freedman Financial Associates’s Dollar Tree DLTR Stock Holding History

Freedman Financial 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
-313
Closed -$49K – 102
2022
Q1 		$49K Hold
313
– – 0.03% 202
2021
Q4 		$44K Hold
313
– – 0.03% 219
2021
Q3 		$30K Hold
313
– – 0.02% 253
2021
Q2 		$31K Hold
313
– – 0.02% 250
2021
Q1 		$36K Hold
313
– – 0.03% 233
2020
Q4 		$34K Buy
+313
New +$31.4K 0.03% 232

Other funds holding DLTR

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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

Freedman Financial Associates's DLTR Position: Q2 2022 in Review

Freedman Financial Associates sold out of Dollar Tree (DLTR) in Q2 2022, closing a stake of 313 shares — an estimated $49K sold.

Freedman Financial Associates first reported a position in DLTR in Q4 2020 and held it in 6 quarters. The position peaked at $49K in Q1 2022. 835 funds tracked by Wall St. Rank hold DLTR as of Q2 2022.

  • Freedman Financial Associates reported no remaining Dollar Tree position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 313 Dollar Tree shares in Q2 2022, an estimated $49K.
  • Freedman Financial Associates first reported a position in Dollar Tree in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Dollar Tree position peaked at $49K in Q1 2022.
  • 835 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.