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Piershale Financial Group’s Dollar Tree DLTR Stock Holding History

Piershale Financial 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
2023
Q2 		$718 Hold
5
– – ﹤0.01% 252
2023
Q1 		$718 Hold
5
– – ﹤0.01% 277
2022
Q4 		$707 Buy
+5
New +$744 ﹤0.01% 283
2014
Q1 		– Sell
-30
Closed -$2K – 152
2013
Q4 		$2K Sell
30
-61,724
-100% -$3.56M ﹤0.01% 98
2013
Q3 		$3.53M Buy
61,754
+2,559
+4% +$138K 3.2% 13
2013
Q2 		$3.01M Buy
+59,195
New +$2.88M 5.8% 6

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 $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Piershale Financial Group's DLTR Position: Q2 2023 in Review

Piershale Financial Group held its Dollar Tree (DLTR) position steady in Q2 2023 at 5 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Piershale Financial Group first reported a position in DLTR in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.53M in Q3 2013. 766 funds tracked by Wall St. Rank hold DLTR as of Q2 2023.

  • Piershale Financial Group held 5 shares of Dollar Tree worth $718 as of Q2 2023.
  • Piershale Financial Group left its Dollar Tree share count unchanged in Q2 2023.
  • Dollar Tree made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #252 holding.
  • Piershale Financial Group first reported a position in Dollar Tree in Q2 2013 and has held it in 6 quarters since.
  • Piershale Financial Group's Dollar Tree position peaked at $3.53M in Q3 2013.
  • 766 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.