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Sugarloaf Wealth Management’s Dollar Tree DLTR Stock Holding History

Sugarloaf Wealth Management’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
-100
Closed -$7K – 685
2020
Q1 		$7K Hold
100
– – ﹤0.01% 478
2019
Q4 		$9K Buy
+100
New +$10.5K ﹤0.01% 472

Other funds holding DLTR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sugarloaf Wealth Management's DLTR Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Dollar Tree (DLTR) in Q2 2020, closing a stake of 100 shares — an estimated $7K sold.

Sugarloaf Wealth Management first reported a position in DLTR in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 686 funds tracked by Wall St. Rank hold DLTR as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Dollar Tree position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Dollar Tree shares in Q2 2020, an estimated $7K.
  • Sugarloaf Wealth Management first reported a position in Dollar Tree in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Dollar Tree position peaked at $9K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.