Ownership history in USA FINANCIAL FORMULAS Β· 15 quarters on record
This page tracks every 13F SEC filing in which USA FINANCIAL FORMULAS reported a position in DOLLAR TREE INC (DLTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
Timing score: 54% (7/13 decisions correct). Average cost basis: $94.24. Maximum drawdown during holding period: β39.4%.
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $70.38 (2014 Q4) Β· Worst: $155.85 (2022 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 6 trims. Bought during 3 of 8 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.14% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size