Meridian Wealth Management’s Dollar Tree DLTR Stock Holding History

Meridian 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
2022 Q4	–	Sell	-1,654	Closed	-$225K	–	531
2022 Q3	$225K	Sell	1,654 -150	-8%	-$23.3K	0.02%	433
2022 Q2	$281K	Buy	1,804 +354	+24%	+$56.1K	0.02%	444
2022 Q1	$232K	Buy	+1,450	New	+$205K	0.03%	352
2018 Q1	–	Sell	-5,010	Closed	-$435K	–	183
2017 Q4	$435K	Hold	5,010	–	–	0.27%	91
2017 Q3	$435K	Sell	5,010 -115	-2%	-$8.77K	0.28%	87
2017 Q2	$358K	Sell	5,125 -15	-0.3%	-$1.16K	0.23%	99
2017 Q1	$403K	Buy	+5,140	New	+$395K	0.24%	97

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

EIG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Management's DLTR Position: Q4 2022 in Review

Meridian Wealth Management sold out of Dollar Tree (DLTR) in Q4 2022, closing a stake of 1,654 shares — an estimated $225K sold.

Meridian Wealth Management first reported a position in DLTR in Q1 2017 and held it in 7 quarters. The position peaked at $435K in Q4 2017. 824 funds tracked by Wall St. Rank hold DLTR as of Q4 2022.

Meridian Wealth Management reported no remaining Dollar Tree position as of Q4 2022 after selling out during the quarter.
Meridian Wealth Management sold 1,654 Dollar Tree shares in Q4 2022, an estimated $225K.
Meridian Wealth Management first reported a position in Dollar Tree in Q1 2017 and held it in 7 quarters.
Meridian Wealth Management's Dollar Tree position peaked at $435K in Q4 2017.
824 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2022.

Based on Meridian Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.