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Moran Wealth Management’s Dollar Tree DLTR Stock Holding History

Moran 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
Q2 		– Sell
-26,416
Closed -$3.52M – 401
2024
Q1 		$3.52M Sell
26,416
-39,406
-60% -$5.42M 0.11% 204
2023
Q4 		$9.35M Sell
65,822
-1,328
-2% -$157K 0.33% 103
2023
Q3 		$7.15M Sell
67,150
-193
-0.3% -$25.9K 0.28% 125
2023
Q2 		$9.66M Sell
67,343
-2,049
-3% -$301K 0.36% 99
2023
Q1 		$9.96M Sell
69,392
-191
-0.3% -$27.7K 0.38% 99
2022
Q4 		$9.84M Buy
+69,583
New +$10.4M 0.37% 88

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Moran Wealth Management's DLTR Position: Q2 2024 in Review

Moran Wealth Management sold out of Dollar Tree (DLTR) in Q2 2024, closing a stake of 26,416 shares — an estimated $3.52M sold.

Moran Wealth Management first reported a position in DLTR in Q4 2022 and held it in 6 quarters. The position peaked at $9.96M in Q1 2023. 752 funds tracked by Wall St. Rank hold DLTR as of Q2 2024.

  • Moran Wealth Management reported no remaining Dollar Tree position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 26,416 Dollar Tree shares in Q2 2024, an estimated $3.52M.
  • Moran Wealth Management first reported a position in Dollar Tree in Q4 2022 and held it in 6 quarters.
  • Moran Wealth Management's Dollar Tree position peaked at $9.96M in Q1 2023.
  • 752 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.