Syverson Strege & Co’s Dollar Tree DLTR Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-21	Closed	-$3.02K	–	214
2023 Q1	$3.02K	Buy	+21	New	+$3.05K	﹤0.01%	416

Other funds holding DLTR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Syverson Strege & Co's DLTR Position: Q2 2023 in Review

Syverson Strege & Co sold out of Dollar Tree (DLTR) in Q2 2023, closing a stake of 21 shares — an estimated $3.02K sold.

Syverson Strege & Co first reported a position in DLTR in Q1 2023 and held it in 1 quarter. The position peaked at $3.02K in Q1 2023. 765 funds tracked by Wall St. Rank hold DLTR as of Q2 2023.

Syverson Strege & Co reported no remaining Dollar Tree position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 21 Dollar Tree shares in Q2 2023, an estimated $3.02K.
Syverson Strege & Co first reported a position in Dollar Tree in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Dollar Tree position peaked at $3.02K in Q1 2023.
765 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.