TIM
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Tortoise Investment Management’s Dollar Tree DLTR Stock Holding History

Tortoise 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
2025
Q4 		– Sell
-12
Closed -$1.13K – 555
2025
Q3 		$1.13K Buy
12
+2
+20% +$214 ﹤0.01% 1017
2025
Q2 		$990 Buy
10
+8
+400% +$690 ﹤0.01% 972
2025
Q1 		$150 Hold
2
– – ﹤0.01% 805
2024
Q4 		$150 Hold
2
– – ﹤0.01% 851
2024
Q3 		$141 Hold
2
– – ﹤0.01% 863
2024
Q2 		$214 Hold
2
– – ﹤0.01% 860
2024
Q1 		$266 Hold
2
– – ﹤0.01% 844
2023
Q4 		$284 Hold
2
– – ﹤0.01% 762
2023
Q3 		$213 Hold
2
– – ﹤0.01% 776
2023
Q2 		$287 Hold
2
– – ﹤0.01% 748
2023
Q1 		$287 Hold
2
– – ﹤0.01% 744
2022
Q4 		$283 Buy
+2
New +$298 ﹤0.01% 743

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MRL
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State Street
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EIG
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T. Rowe Price Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return