PSI Advisors’s Dollar Tree DLTR Stock Holding History

PSI 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
2023 Q3	–	Sell	-8	Closed	-$1.15K	–	866
2023 Q2	$1.15K	Buy	+8	New	+$1.18K	﹤0.01%	707
2020 Q1	–	Sell	-10	Closed	–	–	225
2019 Q4	$0	Buy	+10	New	+$1.05K	﹤0.01%	662

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PSI Advisors's DLTR Position: Q3 2023 in Review

PSI Advisors sold out of Dollar Tree (DLTR) in Q3 2023, closing a stake of 8 shares — an estimated $1.15K sold.

PSI Advisors first reported a position in DLTR in Q4 2019 and held it in 2 quarters. The position peaked at $1.15K in Q2 2023. 729 funds tracked by Wall St. Rank hold DLTR as of Q3 2023.

PSI Advisors reported no remaining Dollar Tree position as of Q3 2023 after selling out during the quarter.
PSI Advisors sold 8 Dollar Tree shares in Q3 2023, an estimated $1.15K.
PSI Advisors first reported a position in Dollar Tree in Q4 2019 and held it in 2 quarters.
PSI Advisors's Dollar Tree position peaked at $1.15K in Q2 2023.
729 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.