MWM
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Mittelman Wealth Management’s Dollar Tree DLTR Stock Holding History

Mittelman 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
2024
Q3 		– Sell
-8,507
Closed -$908K – 41
2024
Q2 		$908K Hold
8,507
– – 0.59% 39
2024
Q1 		$1.13M Buy
+8,507
New +$1.17M 0.77% 32

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Mittelman Wealth Management's DLTR Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Dollar Tree (DLTR) in Q3 2024, closing a stake of 8,507 shares — an estimated $908K sold.

Mittelman Wealth Management first reported a position in DLTR in Q1 2024 and held it in 2 quarters. The position peaked at $1.13M in Q1 2024. 687 funds tracked by Wall St. Rank hold DLTR as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Dollar Tree position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 8,507 Dollar Tree shares in Q3 2024, an estimated $908K.
  • Mittelman Wealth Management first reported a position in Dollar Tree in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Dollar Tree position peaked at $1.13M in Q1 2024.
  • 687 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.