Wintrust Investments’s Dollar Tree DLTR Stock Holding History

Wintrust Investments’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 Q1	–	Sell	-1,680	Closed	-$239K	–	468
2023 Q4	$239K	Buy	+1,680	New	+$199K	0.02%	389

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

EIG

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

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

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

Wintrust Investments's DLTR Position: Q1 2024 in Review

Wintrust Investments sold out of Dollar Tree (DLTR) in Q1 2024, closing a stake of 1,680 shares — an estimated $239K sold.

Wintrust Investments first reported a position in DLTR in Q4 2023 and held it in 1 quarter. The position peaked at $239K in Q4 2023. 770 funds tracked by Wall St. Rank hold DLTR as of Q1 2024.

Wintrust Investments reported no remaining Dollar Tree position as of Q1 2024 after selling out during the quarter.
Wintrust Investments sold 1,680 Dollar Tree shares in Q1 2024, an estimated $239K.
Wintrust Investments first reported a position in Dollar Tree in Q4 2023 and held it in 1 quarter.
Wintrust Investments's Dollar Tree position peaked at $239K in Q4 2023.
770 funds tracked by Wall St. Rank held Dollar Tree as of Q1 2024.

Based on Wintrust Investments's 13F filing for Q1 2024, filed 9 May 2024.