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Schechter Investment Advisors’s Dollar Tree DLTR Stock Holding History

Schechter Investment 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
-2,436
Closed -$350K – 650
2023
Q2 		$350K Buy
2,436
+70
+3% +$10.3K 0.03% 455
2023
Q1 		$340K Buy
2,366
+526
+29% +$76.3K 0.03% 498
2022
Q4 		$260K Buy
1,840
+301
+20% +$44.8K 0.02% 675
2022
Q3 		$210K Sell
1,539
-1,131
-42% -$176K 0.02% 822
2022
Q2 		$416K Buy
2,670
+1,073
+67% +$170K 0.04% 587
2022
Q1 		$256K Buy
+1,597
New +$226K 0.02% 762

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Schechter Investment Advisors's DLTR Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Dollar Tree (DLTR) in Q3 2023, closing a stake of 2,436 shares — an estimated $350K sold.

Schechter Investment Advisors first reported a position in DLTR in Q1 2022 and held it in 6 quarters. The position peaked at $416K in Q2 2022. 729 funds tracked by Wall St. Rank hold DLTR as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Dollar Tree position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,436 Dollar Tree shares in Q3 2023, an estimated $350K.
  • Schechter Investment Advisors first reported a position in Dollar Tree in Q1 2022 and held it in 6 quarters.
  • Schechter Investment Advisors's Dollar Tree position peaked at $416K in Q2 2022.
  • 729 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.