OLVIG
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Oliver Lagore Vanvalin Investment Group’s Dollar Tree DLTR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022
Q4 		– Sell
-105
Closed -$14K – 695
2022
Q3 		$14K Hold
105
– – 0.01% 289
2022
Q2 		$16K Hold
105
– – 0.01% 278
2022
Q1 		$17K Buy
+105
New +$14.9K 0.01% 270

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
EdgePoint Investment Group
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DLTR Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Dollar Tree (DLTR) in Q4 2022, closing a stake of 105 shares — an estimated $14K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in DLTR in Q1 2022 and held it in 3 quarters. The position peaked at $17K in Q1 2022. 824 funds tracked by Wall St. Rank hold DLTR as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Dollar Tree position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 105 Dollar Tree shares in Q4 2022, an estimated $14K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Dollar Tree in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Dollar Tree position peaked at $17K in Q1 2022.
  • 824 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.