RWB
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RMR Wealth Builders’s Dollar Tree DLTR Stock Holding History

RMR Wealth Builders’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
2024
Q2 		– Sell
-1,727
Closed -$230K – 255
2024
Q1 		$230K Hold
1,727
– – 0.03% 240
2023
Q4 		$245K Buy
+1,727
New +$204K 0.03% 209
2021
Q2 		– Sell
-1,013
Closed -$116K – 307
2021
Q1 		$116K Buy
1,013
+20
+2% +$2.15K 0.03% 254
2020
Q4 		$107K Buy
+993
New +$99.7K 0.05% 198
2020
Q3 		– Sell
-560
Closed -$52K – 287
2020
Q2 		$52K Buy
+560
New +$46.7K 0.05% 218

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RMR Wealth Builders's DLTR Position: Q2 2024 in Review

RMR Wealth Builders sold out of Dollar Tree (DLTR) in Q2 2024, closing a stake of 1,727 shares — an estimated $230K sold.

RMR Wealth Builders first reported a position in DLTR in Q2 2020 and held it in 5 quarters. The position peaked at $245K in Q4 2023. 752 funds tracked by Wall St. Rank hold DLTR as of Q2 2024.

  • RMR Wealth Builders reported no remaining Dollar Tree position as of Q2 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 1,727 Dollar Tree shares in Q2 2024, an estimated $230K.
  • RMR Wealth Builders first reported a position in Dollar Tree in Q2 2020 and held it in 5 quarters.
  • RMR Wealth Builders's Dollar Tree position peaked at $245K in Q4 2023.
  • 752 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2024.

Based on RMR Wealth Builders's 13F filing for Q2 2024, filed 23 Jul 2024.