Janiczek Wealth Management’s Dollar Tree DLTR Stock Holding History

Janiczek Wealth Management’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 Q2	$961	Hold	9	–	–	﹤0.01%	934
2024 Q1	$1.2K	Hold	9	–	–	﹤0.01%	921
2023 Q4	$1.28K	Buy	9 +1	+13%	+$118	﹤0.01%	901
2023 Q3	$852	Hold	8	–	–	﹤0.01%	931
2023 Q2	$1.15K	Hold	8	–	–	﹤0.01%	831
2023 Q1	$1.18K	Hold	8	–	–	﹤0.01%	831
2022 Q4	$1.17K	Hold	8	–	–	﹤0.01%	840
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	826
2022 Q2	$1K	Sell	8 -27	-77%	-$4.28K	﹤0.01%	852
2022 Q1	$6K	Hold	35	–	–	﹤0.01%	638
2021 Q4	$5K	Hold	35	–	–	﹤0.01%	700
2021 Q3	$3K	Buy	35 +25	+250%	+$2.4K	﹤0.01%	758
2021 Q2	$1K	Buy	+10	New	+$1.09K	﹤0.01%	830

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

EIG

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Janiczek Wealth Management's DLTR Position: Q2 2024 in Review

Janiczek Wealth Management held its Dollar Tree (DLTR) position steady in Q2 2024 at 9 shares worth $961. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Janiczek Wealth Management first reported a position in DLTR in Q2 2021 and has held it in 13 quarters since. The position peaked at $6K in Q1 2022. 752 funds tracked by Wall St. Rank hold DLTR as of Q2 2024.

Janiczek Wealth Management held 9 shares of Dollar Tree worth $961 as of Q2 2024.
Janiczek Wealth Management left its Dollar Tree share count unchanged in Q2 2024.
Dollar Tree made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #934 holding.
Janiczek Wealth Management first reported a position in Dollar Tree in Q2 2021 and has held it in 13 quarters since.
Janiczek Wealth Management's Dollar Tree position peaked at $6K in Q1 2022.
752 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.