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Ridgewood Investments’s Dollar Tree DLTR Stock Holding History

Ridgewood Investments’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
2025
Q1 		– Sell
-26
Closed -$1.95K – 692
2024
Q4 		$1.95K Hold
26
– – ﹤0.01% 649
2024
Q3 		$1.83K Hold
26
– – ﹤0.01% 664
2024
Q2 		$2.78K Buy
+26
New +$3.07K ﹤0.01% 646
2023
Q3 		– Sell
-26
Closed -$3.73K – 326
2023
Q2 		$3.73K Hold
26
– – ﹤0.01% 633
2023
Q1 		$3.73K Buy
+26
New +$3.77K ﹤0.01% 632

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ridgewood Investments's DLTR Position: Q1 2025 in Review

Ridgewood Investments sold out of Dollar Tree (DLTR) in Q1 2025, closing a stake of 26 shares — an estimated $1.95K sold.

Ridgewood Investments first reported a position in DLTR in Q1 2023 and held it in 5 quarters. The position peaked at $3.73K in Q1 2023. 717 funds tracked by Wall St. Rank hold DLTR as of Q1 2025.

  • Ridgewood Investments reported no remaining Dollar Tree position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 26 Dollar Tree shares in Q1 2025, an estimated $1.95K.
  • Ridgewood Investments first reported a position in Dollar Tree in Q1 2023 and held it in 5 quarters.
  • Ridgewood Investments's Dollar Tree position peaked at $3.73K in Q1 2023.
  • 717 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.