Laidlaw Wealth Management’s Dollar Tree DLTR Stock Holding History

Laidlaw Wealth Management’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 Q3	–	Sell	-1,842	Closed	-$264K	–	291
2023 Q2	$264K	Sell	1,842 -134	-7%	-$19.7K	0.05%	282
2023 Q1	$284K	Buy	1,976 +5	+0.3%	+$725	0.06%	271
2022 Q4	$279K	Sell	1,971 -10	-0.5%	-$1.49K	0.06%	272
2022 Q3	$270K	Buy	1,981 +384	+24%	+$59.8K	0.06%	257
2022 Q2	$249K	Sell	1,597 -400	-20%	-$63.4K	0.05%	302
2022 Q1	$320K	Buy	+1,997	New	+$282K	0.05%	291

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

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

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

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

Laidlaw Wealth Management's DLTR Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Dollar Tree (DLTR) in Q3 2023, closing a stake of 1,842 shares — an estimated $264K sold.

Laidlaw Wealth Management first reported a position in DLTR in Q1 2022 and held it in 6 quarters. The position peaked at $320K in Q1 2022. 729 funds tracked by Wall St. Rank hold DLTR as of Q3 2023.

Laidlaw Wealth Management reported no remaining Dollar Tree position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 1,842 Dollar Tree shares in Q3 2023, an estimated $264K.
Laidlaw Wealth Management first reported a position in Dollar Tree in Q1 2022 and held it in 6 quarters.
Laidlaw Wealth Management's Dollar Tree position peaked at $320K in Q1 2022.
729 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.