Winch Advisory Services’s Dollar Tree DLTR Stock Holding History

Winch Advisory Services’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
2022 Q1	–	Sell	-7	Closed	-$1K	–	466
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	427
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	441
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	447
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	416
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	396
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	356
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	354
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	306
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	337
2019 Q3	$1K	Hold	7	–	–	﹤0.01%	323
2019 Q2	$1K	Hold	7	–	–	﹤0.01%	405
2019 Q1	$1K	Hold	7	–	–	﹤0.01%	350
2018 Q4	$1K	Buy	+7	New	+$591	﹤0.01%	320
2015 Q4	–	Sell	-127	Closed	-$8K	–	262
2015 Q3	$8K	Sell	127 -4,869	-97%	-$366K	0.01%	130
2015 Q2	$395K	Buy	+4,996	New	+$395K	0.22%	76

Other funds holding DLTR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's DLTR Position: Q1 2022 in Review

Winch Advisory Services sold out of Dollar Tree (DLTR) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in DLTR in Q2 2015 and held it in 15 quarters. The position peaked at $395K in Q2 2015. 817 funds tracked by Wall St. Rank hold DLTR as of Q1 2022.

Winch Advisory Services reported no remaining Dollar Tree position as of Q1 2022 after selling out during the quarter.
Winch Advisory Services sold 7 Dollar Tree shares in Q1 2022, an estimated $1K.
Winch Advisory Services first reported a position in Dollar Tree in Q2 2015 and held it in 15 quarters.
Winch Advisory Services's Dollar Tree position peaked at $395K in Q2 2015.
817 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2022.

Based on Winch Advisory Services's 13F filing for Q1 2022, filed 26 Apr 2022.