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Madison Investment Advisors’s Dollar Tree DLTR Stock Holding History

Madison Investment Advisors’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
2024
Q4 		$113M Buy
+1,512,075
New +$104M 1.28% 18

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Madison Investment Advisors's DLTR Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Dollar Tree (DLTR) in Q4 2024: 1,512,075 shares worth $113M. The stake represents 1.28% of the portfolio and ranks #18 among its holdings.

714 funds tracked by Wall St. Rank hold DLTR as of Q4 2024.

  • Madison Investment Advisors held 1,512,075 shares of Dollar Tree worth $113M as of Q4 2024.
  • Dollar Tree was a new Madison Investment Advisors position in Q4 2024.
  • Dollar Tree made up 1.28% of Madison Investment Advisors's portfolio in Q4 2024, its #18 holding.
  • 714 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.