Laffer Tengler Investments’s Dollar Tree DLTR Stock Holding History

Laffer Tengler Investments’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
2023 Q1	–	Sell	-2,691	Closed	-$381K	–	414
2022 Q4	$381K	Buy	2,691 +86	+3%	+$12.8K	0.11%	159
2022 Q3	$355K	Buy	2,605 +86	+3%	+$13.4K	0.13%	137
2022 Q2	$393K	Buy	+2,519	New	+$399K	0.14%	138
2021 Q3	–	Sell	-4,754	Closed	-$473K	–	487
2021 Q2	$473K	Buy	4,754 +3,564	+299%	+$387K	0.18%	116
2021 Q1	$136K	Buy	1,190 +132	+12%	+$14.2K	0.05%	200
2020 Q4	$114K	Buy	+1,058	New	+$106K	0.05%	194
2016 Q2	–	Sell	-4,857	Closed	-$401K	–	224
2016 Q1	$401K	Buy	+4,857	New	+$383K	0.11%	186
2015 Q4	–	Hold	0	–	–	–	190
2015 Q3	–	Hold	0	–	–	–	194

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

EIG

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

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

Laffer Tengler Investments's DLTR Position: Q1 2023 in Review

Laffer Tengler Investments sold out of Dollar Tree (DLTR) in Q1 2023, closing a stake of 2,691 shares — an estimated $381K sold.

Laffer Tengler Investments first reported a position in DLTR in Q1 2016 and held it in 7 quarters. The position peaked at $473K in Q2 2021. 800 funds tracked by Wall St. Rank hold DLTR as of Q1 2023.

Laffer Tengler Investments reported no remaining Dollar Tree position as of Q1 2023 after selling out during the quarter.
Laffer Tengler Investments sold 2,691 Dollar Tree shares in Q1 2023, an estimated $381K.
Laffer Tengler Investments first reported a position in Dollar Tree in Q1 2016 and held it in 7 quarters.
Laffer Tengler Investments's Dollar Tree position peaked at $473K in Q2 2021.
800 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.