Ken Fisher’s Dollar Tree DLTR Stock Holding History

Ken Fisher’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
2020 Q1	–	Sell	-2,861	Closed	-$269K	–	793
2019 Q4	$269K	Buy	+2,861	New	+$300K	﹤0.01%	741

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ken Fisher's DLTR Position: Q1 2020 in Review

Ken Fisher sold out of Dollar Tree (DLTR) in Q1 2020, closing a stake of 2,861 shares — an estimated $269K sold.

Ken Fisher first reported a position in DLTR in Q4 2019 and held it in 1 quarter. The position peaked at $269K in Q4 2019. 657 funds tracked by Wall St. Rank hold DLTR as of Q1 2020.

Ken Fisher reported no remaining Dollar Tree position as of Q1 2020 after selling out during the quarter.
Ken Fisher sold 2,861 Dollar Tree shares in Q1 2020, an estimated $269K.
Ken Fisher first reported a position in Dollar Tree in Q4 2019 and held it in 1 quarter.
Ken Fisher's Dollar Tree position peaked at $269K in Q4 2019.
657 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2020.

Based on Fisher Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.