Shine Investment Advisory Services’s Dollar Tree DLTR Stock Holding History

Shine Investment Advisory Services’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
2020 Q2	–	Sell	-21	Closed	-$2K	–	732
2020 Q1	$2K	Buy	+21	New	+$1.79K	﹤0.01%	673
2018 Q4	–	Sell	-96	Closed	-$8K	–	673
2018 Q3	$8K	Sell	96 -121	-56%	-$10.6K	﹤0.01%	544
2018 Q2	$18K	Buy	217 +71	+49%	+$6.55K	0.01%	465
2018 Q1	$14K	Buy	+146	New	+$15.3K	0.01%	486

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Shine Investment Advisory Services's DLTR Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Dollar Tree (DLTR) in Q2 2020, closing a stake of 21 shares — an estimated $2K sold.

Shine Investment Advisory Services first reported a position in DLTR in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q2 2018. 687 funds tracked by Wall St. Rank hold DLTR as of Q2 2020.

Shine Investment Advisory Services reported no remaining Dollar Tree position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 21 Dollar Tree shares in Q2 2020, an estimated $2K.
Shine Investment Advisory Services first reported a position in Dollar Tree in Q1 2018 and held it in 4 quarters.
Shine Investment Advisory Services's Dollar Tree position peaked at $18K in Q2 2018.
687 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.