Lee Financial’s Dollar Tree DLTR Stock Holding History

Lee Financial’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 Q4	–	Sell	-18	Closed	-$1.92K	–	874
2023 Q3	$1.92K	Hold	18	–	–	﹤0.01%	693
2023 Q2	$2.58K	Buy	+18	New	+$2.65K	﹤0.01%	607
2023 Q1	–	Sell	-2	Closed	-$283	–	845
2022 Q4	$283	Hold	2	–	–	﹤0.01%	861
2022 Q3	$0	Sell	2 -22	-92%	-$3.42K	﹤0.01%	859
2022 Q2	$3K	Buy	+24	New	+$3.8K	﹤0.01%	620
2020 Q4	–	Sell	-45	Closed	-$4K	–	489
2020 Q3	$4K	Hold	45	–	–	﹤0.01%	470
2020 Q2	$4K	Hold	45	–	–	﹤0.01%	441
2020 Q1	$3K	Hold	45	–	–	﹤0.01%	407
2019 Q4	$4K	Hold	45	–	–	﹤0.01%	426
2019 Q3	$5K	Hold	45	–	–	﹤0.01%	419
2019 Q2	$5K	Hold	45	–	–	﹤0.01%	426
2019 Q1	$5K	Buy	+45	New	+$4.42K	﹤0.01%	413
2018 Q3	–	Sell	-79	Closed	-$7K	–	530
2018 Q2	$7K	Buy	79 +1	+1%	+$92	﹤0.01%	561
2018 Q1	$7K	Buy	+78	New	+$8.18K	﹤0.01%	561

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Lee Financial's DLTR Position: Q4 2023 in Review

Lee Financial sold out of Dollar Tree (DLTR) in Q4 2023, closing a stake of 18 shares — an estimated $1.92K sold.

Lee Financial first reported a position in DLTR in Q1 2018 and held it in 14 quarters. The position peaked at $7K in Q2 2018. 770 funds tracked by Wall St. Rank hold DLTR as of Q4 2023.

Lee Financial reported no remaining Dollar Tree position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 18 Dollar Tree shares in Q4 2023, an estimated $1.92K.
Lee Financial first reported a position in Dollar Tree in Q1 2018 and held it in 14 quarters.
Lee Financial's Dollar Tree position peaked at $7K in Q2 2018.
770 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.