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Robert N. Shapiro’s Dollar Tree DLTR Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$4K Buy
50
+28
+127% +$1.76K ﹤0.01% 770
2014
Q3 		$2K Buy
+22
New +$1.21K ﹤0.01% 827

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robert N. Shapiro's DLTR Position: Q4 2014 in Review

Robert N. Shapiro increased its Dollar Tree (DLTR) stake by 127% in Q4 2014, buying an estimated $1.76K and bringing the position to 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Robert N. Shapiro first reported a position in DLTR in Q3 2014 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold DLTR as of Q4 2014.

  • Robert N. Shapiro held 50 shares of Dollar Tree worth $4K as of Q4 2014.
  • Robert N. Shapiro bought 28 Dollar Tree shares in Q4 2014, an estimated $1.76K.
  • Dollar Tree made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #770 holding.
  • Robert N. Shapiro first reported a position in Dollar Tree in Q3 2014 and has held it in 2 quarters since.
  • 568 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.