SFS
DLTR icon

Sowell Financial Services’s Dollar Tree DLTR Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-5,058
Closed -$585K – 1074
2021
Q1 		$585K Sell
5,058
-123
-2% -$13.2K 0.02% 587
2020
Q4 		$560K Buy
5,181
+95
+2% +$9.54K 0.02% 490
2020
Q3 		$465K Buy
5,086
+955
+23% +$89.9K 0.02% 486
2020
Q2 		$383K Buy
4,131
+120
+3% +$10K 0.02% 526
2020
Q1 		$295K Sell
4,011
-2,298
-36% -$196K 0.02% 549
2019
Q4 		$593K Buy
6,309
+3,939
+166% +$413K 0.05% 402
2019
Q3 		$271K Buy
+2,370
New +$248K 0.02% 560
2019
Q1 		$226K Buy
+2,156
New +$212K 0.03% 505

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Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return