TD Ameritrade Investment Management’s Dollar Tree DLTR Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-22	Closed	-$3K	–	116
2023 Q2	$3K	Sell	22 -11	-33%	-$1.62K	﹤0.01%	425
2023 Q1	$5K	Hold	33	–	–	﹤0.01%	426
2022 Q4	$5K	Sell	33 -23	-41%	-$3.42K	﹤0.01%	431
2022 Q3	$8K	Sell	56 -27	-33%	-$4.2K	﹤0.01%	397
2022 Q2	$13K	Sell	83 -68	-45%	-$10.8K	﹤0.01%	410
2022 Q1	$24K	Hold	151	–	–	﹤0.01%	405
2021 Q4	$21K	Buy	151 +120	+387%	+$14.6K	﹤0.01%	414
2021 Q3	$3K	Sell	31 -750	-96%	-$72.1K	﹤0.01%	550
2021 Q2	$78K	Buy	781 +740	+1,805%	+$80.4K	﹤0.01%	302
2021 Q1	$4K	Hold	41	–	–	﹤0.01%	534
2020 Q4	$4K	Buy	41 +10	+32%	+$1K	﹤0.01%	534
2020 Q3	$3K	Buy	31 +12	+63%	+$1.13K	﹤0.01%	550
2020 Q2	$2K	Buy	+19	New	+$1.58K	﹤0.01%	565
2019 Q3	–	Sell	-26	Closed	-$3K	–	647
2019 Q2	$3K	Hold	26	–	–	﹤0.01%	533
2019 Q1	$3K	Sell	26 -3	-10%	-$295	﹤0.01%	487
2018 Q4	$3K	Buy	+29	New	+$2.45K	﹤0.01%	497

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

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

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

TD Ameritrade Investment Management's DLTR Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Dollar Tree (DLTR) in Q3 2023, closing a stake of 22 shares — an estimated $3K sold.

TD Ameritrade Investment Management first reported a position in DLTR in Q4 2018 and held it in 16 quarters. The position peaked at $78K in Q2 2021. 729 funds tracked by Wall St. Rank hold DLTR as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Dollar Tree position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 22 Dollar Tree shares in Q3 2023, an estimated $3K.
TD Ameritrade Investment Management first reported a position in Dollar Tree in Q4 2018 and held it in 16 quarters.
TD Ameritrade Investment Management's Dollar Tree position peaked at $78K in Q2 2021.
729 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.