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Kercheville Advisors’s Dollar Tree DLTR Stock Holding History

Kercheville 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
2025
Q1 		– Sell
-4,000
Closed -$300K – 93
2024
Q4 		$300K Buy
+4,000
New +$275K 0.12% 77

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kercheville Advisors's DLTR Position: Q1 2025 in Review

Kercheville Advisors sold out of Dollar Tree (DLTR) in Q1 2025, closing a stake of 4,000 shares — an estimated $300K sold.

Kercheville Advisors first reported a position in DLTR in Q4 2024 and held it in 1 quarter. The position peaked at $300K in Q4 2024. 716 funds tracked by Wall St. Rank hold DLTR as of Q1 2025.

  • Kercheville Advisors reported no remaining Dollar Tree position as of Q1 2025 after selling out during the quarter.
  • Kercheville Advisors sold 4,000 Dollar Tree shares in Q1 2025, an estimated $300K.
  • Kercheville Advisors first reported a position in Dollar Tree in Q4 2024 and held it in 1 quarter.
  • Kercheville Advisors's Dollar Tree position peaked at $300K in Q4 2024.
  • 716 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2025.

Based on Kercheville Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.