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Abacus Wealth Partners’s LendingTree TREE Stock Holding History

Abacus Wealth Partners’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-745
Closed -$204K – 116
2020
Q4 		$204K Buy
+745
New +$221K 0.18% 90

Other funds holding TREE

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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Abacus Wealth Partners's TREE Position: Q1 2021 in Review

Abacus Wealth Partners sold out of LendingTree (TREE) in Q1 2021, closing a stake of 745 shares — an estimated $204K sold.

Abacus Wealth Partners first reported a position in TREE in Q4 2020 and held it in 1 quarter. The position peaked at $204K in Q4 2020. 243 funds tracked by Wall St. Rank hold TREE as of Q1 2021.

  • Abacus Wealth Partners reported no remaining LendingTree position as of Q1 2021 after selling out during the quarter.
  • Abacus Wealth Partners sold 745 LendingTree shares in Q1 2021, an estimated $204K.
  • Abacus Wealth Partners first reported a position in LendingTree in Q4 2020 and held it in 1 quarter.
  • Abacus Wealth Partners's LendingTree position peaked at $204K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held LendingTree as of Q1 2021.

Based on Abacus Wealth Partners's 13F filing for Q1 2021, filed 31 May 2023.