Moisand Fitzgerald Tamayo’s Dollar Tree DLTR Stock Holding History

Moisand Fitzgerald Tamayo’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	-39	Closed	-$4.15K	–	693
2023 Q3	$4.15K	Hold	39	–	–	﹤0.01%	453
2023 Q2	$5.6K	Hold	39	–	–	﹤0.01%	401
2023 Q1	$5.6K	Hold	39	–	–	﹤0.01%	401
2022 Q4	$5.52K	Buy	39 +12	+44%	+$1.79K	﹤0.01%	395
2022 Q3	$4K	Buy	+27	New	+$4.2K	﹤0.01%	389

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

Moisand Fitzgerald Tamayo's DLTR Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Dollar Tree (DLTR) in Q4 2023, closing a stake of 39 shares — an estimated $4.15K sold.

Moisand Fitzgerald Tamayo first reported a position in DLTR in Q3 2022 and held it in 5 quarters. The position peaked at $5.6K in Q1 2023. 770 funds tracked by Wall St. Rank hold DLTR as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Dollar Tree position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 39 Dollar Tree shares in Q4 2023, an estimated $4.15K.
Moisand Fitzgerald Tamayo first reported a position in Dollar Tree in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Dollar Tree position peaked at $5.6K in Q1 2023.
770 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.