WEC
DLTR icon

Winslow Evans & Crocker’s Dollar Tree DLTR Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-32
Closed -$4K – 1192
2019
Q1 		$4K Buy
+32
New +$3.14K ﹤0.01% 999
2014
Q2 		– Sell
-200
Closed -$10.4K – 1309
2014
Q1 		$10.4K Hold
200
– – ﹤0.01% 833
2013
Q4 		$11K Buy
+200
New +$11.5K ﹤0.01% 867

Other funds holding DLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winslow Evans & Crocker's DLTR Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Dollar Tree (DLTR) in Q2 2019, closing a stake of 32 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in DLTR in Q4 2013 and held it in 3 quarters. The position peaked at $11K in Q4 2013. 721 funds tracked by Wall St. Rank hold DLTR as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Dollar Tree position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 32 Dollar Tree shares in Q2 2019, an estimated $4K.
  • Winslow Evans & Crocker first reported a position in Dollar Tree in Q4 2013 and held it in 3 quarters.
  • Winslow Evans & Crocker's Dollar Tree position peaked at $11K in Q4 2013.
  • 721 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.