Dollar Tree shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Dollar Tree
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Quarterly reported holdings in Dollar Tree by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.7M | 73k | 133.15 |
| 2019-09-30 | $34M | 300k | 114.16 |
| 2019-06-30 | $33M | 306k | 107.39 |
| 2019-03-31 | $33M | 317k | 105.04 |
| 2018-12-31 | $31M | 347k | 90.32 |
| 2018-09-30 | $56M | 681k | 81.55 |
| 2018-06-30 | $83M | 971k | 85.00 |
| 2018-03-31 | $107M | 1.1M | 94.90 |
| 2017-12-31 | $139M | 1.3M | 107.31 |
| 2017-09-30 | $124M | 1.4M | 86.82 |
| 2017-06-30 | $87M | 1.2M | 69.92 |
| 2017-03-31 | $108M | 1.4M | 78.46 |
| 2016-12-31 | $163M | 2.1M | 77.18 |
| 2016-09-30 | $194M | 2.5M | 78.93 |
| 2016-06-30 | $189M | 2.0M | 94.24 |
| 2016-03-31 | $209M | 2.5M | 82.46 |
| 2015-12-31 | $200M | 2.6M | 77.22 |
| 2015-09-30 | $174M | 2.6M | 66.66 |
| 2015-06-30 | $222M | 2.8M | 78.99 |
| 2015-03-31 | $237M | 2.9M | 81.15 |
| 2014-12-31 | $149M | 2.1M | 70.38 |
| 2014-09-30 | $916k | 16k | 56.09 |
| 2014-06-30 | $1.3M | 24k | 54.47 |
| 2014-03-31 | $1.3M | 25k | 52.16 |
| 2013-12-31 | $1.4M | 25k | 56.43 |
| 2013-09-30 | $1.5M | 27k | 57.17 |
| 2013-06-30 | $1.2M | 24k | 50.85 |
| 2013-03-31 | $938k | 19k | 48.45 |
| 2012-12-31 | $571k | 14k | 40.55 |