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Geller Advisors’s Dollar Tree DLTR Stock Holding History

Geller Advisors’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
2024
Q4 		$233K Buy
+3,104
New +$213K 0.02% 234
2024
Q2 		– Sell
-1,692
Closed -$225K – 270
2024
Q1 		$225K Sell
1,692
-46
-3% -$6.33K 0.02% 249
2023
Q4 		$247K Buy
+1,738
New +$206K 0.02% 233
2023
Q3 		– Sell
-1,635
Closed -$235K – 255
2023
Q2 		$235K Buy
+1,635
New +$241K 0.03% 222

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geller Advisors's DLTR Position: Q4 2024 in Review

Geller Advisors opened a new position in Dollar Tree (DLTR) in Q4 2024: 3,104 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings. This is a return to the name: Geller Advisors previously reported a position in DLTR as recently as Q1 2024.

Geller Advisors first reported a position in DLTR in Q2 2023 and has held it in 4 quarters since. The position peaked at $247K in Q4 2023. 712 funds tracked by Wall St. Rank hold DLTR as of Q4 2024.

  • Geller Advisors held 3,104 shares of Dollar Tree worth $233K as of Q4 2024.
  • Dollar Tree was a new Geller Advisors position in Q4 2024.
  • Dollar Tree made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #234 holding.
  • Geller Advisors first reported a position in Dollar Tree in Q2 2023 and has held it in 4 quarters since.
  • Geller Advisors's Dollar Tree position peaked at $247K in Q4 2023.
  • 712 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.