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Sargent Bickham Lagudis’s Dollar Tree DLTR Stock Holding History

Sargent Bickham Lagudis’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
2019
Q3 		– Sell
-165
Closed -$18K – 725
2019
Q2 		$18K Buy
+165
New +$17.4K ﹤0.01% 507

Other funds holding DLTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Sargent Bickham Lagudis's DLTR Position: Q3 2019 in Review

Sargent Bickham Lagudis sold out of Dollar Tree (DLTR) in Q3 2019, closing a stake of 165 shares — an estimated $18K sold.

Sargent Bickham Lagudis first reported a position in DLTR in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 692 funds tracked by Wall St. Rank hold DLTR as of Q3 2019.

  • Sargent Bickham Lagudis reported no remaining Dollar Tree position as of Q3 2019 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 165 Dollar Tree shares in Q3 2019, an estimated $18K.
  • Sargent Bickham Lagudis first reported a position in Dollar Tree in Q2 2019 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Dollar Tree position peaked at $18K in Q2 2019.
  • 692 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2019, filed 14 Sep 2021.