YorkBridge Wealth Partners’s Dollar Tree DLTR Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-1,581	Closed	-$170K	–	288
2019 Q2	$170K	Sell	1,581 -15	-0.9%	-$1.58K	0.08%	192
2019 Q1	$168K	Sell	1,596 -85	-5%	-$8.34K	0.08%	185
2018 Q4	$152K	Buy	1,681 +29	+2%	+$2.45K	0.08%	179
2018 Q3	$136K	Sell	1,652 -29	-2%	-$2.55K	0.06%	232
2018 Q2	$143K	Hold	1,681	–	–	0.06%	224
2018 Q1	$165K	Sell	1,681 -25	-1%	-$2.62K	0.08%	205
2017 Q4	$180K	Sell	1,706 -171	-9%	-$16.7K	0.09%	184
2017 Q3	$163K	Hold	1,877	–	–	0.08%	199
2017 Q2	$131K	Buy	1,877 +36	+2%	+$2.78K	0.07%	218
2017 Q1	$150K	Buy	1,841 +66	+4%	+$5.07K	0.08%	195
2016 Q4	$158K	Buy	+1,775	New	+$143K	0.09%	179

Other funds holding DLTR

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

YorkBridge Wealth Partners's DLTR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Dollar Tree (DLTR) in Q3 2019, closing a stake of 1,581 shares — an estimated $170K sold.

YorkBridge Wealth Partners first reported a position in DLTR in Q4 2016 and held it in 11 quarters. The position peaked at $180K in Q4 2017. 692 funds tracked by Wall St. Rank hold DLTR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Dollar Tree position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,581 Dollar Tree shares in Q3 2019, an estimated $170K.
YorkBridge Wealth Partners first reported a position in Dollar Tree in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Dollar Tree position peaked at $180K in Q4 2017.
692 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.