Moody Lynn & Lieberson’s Dollar Tree DLTR Stock Holding History

Moody Lynn & Lieberson’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
2018 Q1	–	Sell	-5,527	Closed	-$633K	–	204
2017 Q4	$633K	Buy	+5,527	New	+$540K	0.07%	133
2015 Q4	–	Sell	-113,853	Closed	-$7.59M	–	178
2015 Q3	$7.59M	Buy	+113,853	New	+$8.55M	1.46%	25
2014 Q1	–	Sell	-5,823	Closed	-$329K	–	201
2013 Q4	$329K	Buy	+5,823	New	+$335K	0.04%	153

Other funds holding DLTR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Moody Lynn & Lieberson's DLTR Position: Q1 2018 in Review

Moody Lynn & Lieberson sold out of Dollar Tree (DLTR) in Q1 2018, closing a stake of 5,527 shares — an estimated $633K sold.

Moody Lynn & Lieberson first reported a position in DLTR in Q4 2013 and held it in 3 quarters. The position peaked at $7.59M in Q3 2015. 670 funds tracked by Wall St. Rank hold DLTR as of Q1 2018.

Moody Lynn & Lieberson reported no remaining Dollar Tree position as of Q1 2018 after selling out during the quarter.
Moody Lynn & Lieberson sold 5,527 Dollar Tree shares in Q1 2018, an estimated $633K.
Moody Lynn & Lieberson first reported a position in Dollar Tree in Q4 2013 and held it in 3 quarters.
Moody Lynn & Lieberson's Dollar Tree position peaked at $7.59M in Q3 2015.
670 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2018.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2018, filed 27 Apr 2018.