KIG
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Kowal Investment Group’s Dollar Tree DLTR Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-36
Closed -$3K – 335
2021
Q3 		$3K Buy
+36
New +$3.46K ﹤0.01% 730

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Kowal Investment Group's DLTR Position: Q4 2021 in Review

Kowal Investment Group sold out of Dollar Tree (DLTR) in Q4 2021, closing a stake of 36 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in DLTR in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 795 funds tracked by Wall St. Rank hold DLTR as of Q4 2021.

  • Kowal Investment Group reported no remaining Dollar Tree position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 36 Dollar Tree shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in Dollar Tree in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Dollar Tree position peaked at $3K in Q3 2021.
  • 795 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.