Mountain Capital Investment Advisors’s Dollar Tree DLTR Stock Holding History

Mountain Capital Investment Advisors’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
2021 Q3	–	Sell	-4,329	Closed	-$425K	–	123
2021 Q2	$425K	Buy	4,329 +585	+16%	+$63.6K	0.2%	110
2021 Q1	$440K	Buy	3,744 +202	+6%	+$21.7K	0.22%	126
2020 Q4	$398K	Buy	3,542 +242	+7%	+$24.3K	0.24%	111
2020 Q3	$315K	Sell	3,300 -966	-23%	-$90.9K	0.2%	87
2020 Q2	$386K	Buy	4,266 +350	+9%	+$29.2K	0.18%	36
2020 Q1	$304K	Buy	+3,916	New	+$333K	0.16%	38

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Mountain Capital Investment Advisors's DLTR Position: Q3 2021 in Review

Mountain Capital Investment Advisors sold out of Dollar Tree (DLTR) in Q3 2021, closing a stake of 4,329 shares — an estimated $425K sold.

Mountain Capital Investment Advisors first reported a position in DLTR in Q1 2020 and held it in 6 quarters. The position peaked at $440K in Q1 2021. 695 funds tracked by Wall St. Rank hold DLTR as of Q3 2021.

Mountain Capital Investment Advisors reported no remaining Dollar Tree position as of Q3 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 4,329 Dollar Tree shares in Q3 2021, an estimated $425K.
Mountain Capital Investment Advisors first reported a position in Dollar Tree in Q1 2020 and held it in 6 quarters.
Mountain Capital Investment Advisors's Dollar Tree position peaked at $440K in Q1 2021.
695 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.