The Family Firm’s Dollar Tree DLTR Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-45	Closed	-$4.8K	–	362
2024 Q2	$4.8K	Buy	+45	New	+$5.31K	﹤0.01%	742

Other funds holding DLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

The Family Firm's DLTR Position: Q3 2024 in Review

The Family Firm sold out of Dollar Tree (DLTR) in Q3 2024, closing a stake of 45 shares — an estimated $4.8K sold.

The Family Firm first reported a position in DLTR in Q2 2024 and held it in 1 quarter. The position peaked at $4.8K in Q2 2024. 686 funds tracked by Wall St. Rank hold DLTR as of Q3 2024.

The Family Firm reported no remaining Dollar Tree position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 45 Dollar Tree shares in Q3 2024, an estimated $4.8K.
The Family Firm first reported a position in Dollar Tree in Q2 2024 and held it in 1 quarter.
The Family Firm's Dollar Tree position peaked at $4.8K in Q2 2024.
686 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.