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MPS Loria Financial Planners’s Dollar Tree DLTR Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-9
Closed -$1K – 230
2021
Q1 		$1K Hold
9
– – ﹤0.01% 489
2020
Q4 		$1K Buy
+9
New +$904 ﹤0.01% 526
2017
Q3 		– Sell
-8
Closed -$1K – 150
2017
Q2 		$1K Buy
+8
New +$618 ﹤0.01% 369

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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

MPS Loria Financial Planners's DLTR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Dollar Tree (DLTR) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in DLTR in Q2 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 729 funds tracked by Wall St. Rank hold DLTR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Dollar Tree position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 9 Dollar Tree shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Dollar Tree in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's Dollar Tree position peaked at $1K in Q1 2021.
  • 729 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.