AAM
TREE icon

Advisors Asset Management’s LendingTree TREE Stock Holding History

Advisors Asset Management’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
2022
Q1 		– Sell
-303
Closed -$37K – 1536
2021
Q4 		$37K Sell
303
-96
-24% -$12.8K ﹤0.01% 1453
2021
Q3 		$56K Sell
399
-175
-30% -$30.7K ﹤0.01% 1353
2021
Q2 		$122K Sell
574
-142
-20% -$29.9K ﹤0.01% 1283
2021
Q1 		$153K Sell
716
-53
-7% -$15.1K ﹤0.01% 1265
2020
Q4 		$211K Sell
769
-56
-7% -$16.6K ﹤0.01% 1208
2020
Q3 		$253K Sell
825
-63
-7% -$20K ﹤0.01% 1112
2020
Q2 		$257K Sell
888
-88
-9% -$21.3K 0.01% 1103
2020
Q1 		$179K Buy
976
+172
+21% +$48.7K ﹤0.01% 1121
2019
Q4 		$244K Sell
804
-31
-4% -$10.3K ﹤0.01% 1156
2019
Q3 		$259K Buy
835
+75
+10% +$25.6K ﹤0.01% 1120
2019
Q2 		$319K Buy
760
+98
+15% +$37.5K 0.01% 1099
2019
Q1 		$233K Sell
662
-21
-3% -$6.34K ﹤0.01% 1318
2018
Q4 		$150K Buy
683
+148
+28% +$33.6K ﹤0.01% 1266
2018
Q3 		$123K Buy
535
+155
+41% +$36.8K ﹤0.01% 1324
2018
Q2 		$81K Buy
380
+147
+63% +$40.8K ﹤0.01% 1368
2018
Q1 		$81K Buy
233
+145
+165% +$52.2K ﹤0.01% 1346
2017
Q4 		$30K Buy
+88
New +$25K ﹤0.01% 1431

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Advisors Asset Management's TREE Position: Q1 2022 in Review

Advisors Asset Management sold out of LendingTree (TREE) in Q1 2022, closing a stake of 303 shares — an estimated $37K sold.

Advisors Asset Management first reported a position in TREE in Q4 2017 and held it in 17 quarters. The position peaked at $319K in Q2 2019. 206 funds tracked by Wall St. Rank hold TREE as of Q1 2022.

  • Advisors Asset Management reported no remaining LendingTree position as of Q1 2022 after selling out during the quarter.
  • Advisors Asset Management sold 303 LendingTree shares in Q1 2022, an estimated $37K.
  • Advisors Asset Management first reported a position in LendingTree in Q4 2017 and held it in 17 quarters.
  • Advisors Asset Management's LendingTree position peaked at $319K in Q2 2019.
  • 206 funds tracked by Wall St. Rank held LendingTree as of Q1 2022.

Based on Advisors Asset Management's 13F filing for Q1 2022, filed 17 May 2022.