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Kohmann Bosshard Financial Services’s Dollar Tree DLTR Stock Holding History

Kohmann Bosshard Financial Services’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
-2
Closed -$150 – 418
2024
Q4 		$150 Buy
+2
New +$137 ﹤0.01% 736

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T. Rowe Price Investment Management
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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
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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

Kohmann Bosshard Financial Services's DLTR Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Dollar Tree (DLTR) in Q1 2025, closing a stake of 2 shares — an estimated $150 sold.

Kohmann Bosshard Financial Services first reported a position in DLTR in Q4 2024 and held it in 1 quarter. The position peaked at $150 in Q4 2024. 717 funds tracked by Wall St. Rank hold DLTR as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Dollar Tree position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2 Dollar Tree shares in Q1 2025, an estimated $150.
  • Kohmann Bosshard Financial Services first reported a position in Dollar Tree in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Dollar Tree position peaked at $150 in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.