McIlrath & Eck’s Dollar Tree DLTR Stock Holding History

McIlrath & Eck’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	–	Sell	-13	Closed	-$914	–	991
2024 Q3	$914	Buy	+13	New	+$1.19K	﹤0.01%	908
2023 Q1	–	Sell	-426	Closed	-$60.3K	–	938
2022 Q4	$60.3K	Hold	426	–	–	0.02%	216
2022 Q3	$58K	Hold	426	–	–	0.02%	222
2022 Q2	$66K	Hold	426	–	–	0.02%	194
2022 Q1	$68K	Hold	426	–	–	0.02%	200
2021 Q4	$60K	Buy	426 +350	+461%	+$42.5K	0.02%	217
2021 Q3	$7K	Buy	76 +49	+181%	+$4.71K	﹤0.01%	570
2021 Q2	$3K	Hold	27	–	–	﹤0.01%	685
2021 Q1	$3K	Hold	27	–	–	﹤0.01%	649
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	583
2020 Q3	$2K	Hold	27	–	–	﹤0.01%	585
2020 Q2	$3K	Buy	+27	New	+$2.25K	﹤0.01%	537

Other funds holding DLTR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $145B AUM 22.78% 1-Year Est. Return

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

Capital International Investors

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return