J. Goldman & Co’s Dollar Tree DLTR Stock Holding History

J. Goldman & Co’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
2026 Q1	$219K	Hold	2,000	–	–	0.01%	590
2025 Q4	$246K	Buy	+2,000	New	+$214K	0.01%	503
2022 Q3	–	Sell	-15,000	Closed	-$2.34M	–	412
2022 Q2	$2.34M	Sell	15,000 -15,000	-50%	-$2.38M	0.11%	189
2022 Q1	$4.8M	Buy	+30,000	New	+$4.24M	0.22%	128

Other funds holding DLTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

J. Goldman & Co's DLTR Position: Q1 2025 in Review

J. Goldman & Co sold out of Dollar Tree (DLTR) in Q1 2025, closing a stake of 5,818 shares — an estimated $436K sold.

J. Goldman & Co first reported a position in DLTR in Q3 2014 and held it in 13 quarters. The position peaked at $41.3M in Q4 2023. 715 funds tracked by Wall St. Rank hold DLTR as of Q1 2025.

J. Goldman & Co reported no remaining Dollar Tree position as of Q1 2025 after selling out during the quarter.
J. Goldman & Co sold 5,818 Dollar Tree shares in Q1 2025, an estimated $436K.
J. Goldman & Co first reported a position in Dollar Tree in Q3 2014 and held it in 13 quarters.
J. Goldman & Co's Dollar Tree position peaked at $41.3M in Q4 2023.
715 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2025.

Based on J. Goldman & Co's 13F filing for Q1 2025, filed 15 May 2025.