Advisor Group’s LendingTree TREE Stock Holding History

Advisor Group’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
2019 Q4	$21K	Sell	70 -7	-9%	-$2.32K	﹤0.01%	3935
2019 Q3	$23K	Sell	77 -312	-80%	-$106K	﹤0.01%	3873
2019 Q2	$163K	Sell	389 -1,576	-80%	-$603K	﹤0.01%	2481
2019 Q1	$691K	Buy	1,965 +1,869	+1,947%	+$564K	0.01%	1365
2018 Q4	$22K	Buy	96 +15	+19%	+$3.4K	﹤0.01%	3747
2018 Q3	$19K	Sell	81 -52	-39%	-$12.4K	﹤0.01%	3936
2018 Q2	$28K	Sell	133 -134	-50%	-$37.2K	﹤0.01%	3509
2018 Q1	$87K	Sell	267 -451	-63%	-$162K	﹤0.01%	2667
2017 Q4	$244K	Buy	718 +191	+36%	+$54.2K	﹤0.01%	1833
2017 Q3	$128K	Buy	527 +201	+62%	+$43.4K	﹤0.01%	2205
2017 Q2	$57K	Buy	326 +238	+270%	+$35.8K	﹤0.01%	2749
2017 Q1	$11K	Sell	88 -4	-4%	-$456	﹤0.01%	3740
2016 Q4	$9K	Hold	92	–	–	﹤0.01%	3677
2016 Q3	$9K	Sell	92 -10	-10%	-$995	﹤0.01%	3632
2016 Q2	$7K	Buy	+102	New	+$8.64K	﹤0.01%	3649

Other funds holding TREE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisor Group's TREE Position: Q4 2019 in Review

Advisor Group reduced its LendingTree (TREE) stake by 9.1% in Q4 2019, selling an estimated $2.32K and leaving 70 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

Advisor Group first reported a position in TREE in Q2 2016 and has held it in 15 quarters since. The position peaked at $691K in Q1 2019. 235 funds tracked by Wall St. Rank hold TREE as of Q4 2019.

Advisor Group held 70 shares of LendingTree worth $21K as of Q4 2019.
Advisor Group sold 7 LendingTree shares in Q4 2019, an estimated $2.32K.
LendingTree made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3935 holding.
Advisor Group first reported a position in LendingTree in Q2 2016 and has held it in 15 quarters since.
Advisor Group's LendingTree position peaked at $691K in Q1 2019.
235 funds tracked by Wall St. Rank held LendingTree as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.