Aperio Group’s LendingTree TREE Stock Holding History

Aperio 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
2020 Q4	$320K	Sell	1,167 -17	-1%	-$5.05K	﹤0.01%	2159
2020 Q3	$363K	Buy	1,184 +17	+1%	+$5.4K	﹤0.01%	1981
2020 Q2	$338K	Sell	1,167 -825	-41%	-$199K	﹤0.01%	1969
2020 Q1	$365K	Buy	1,992 +221	+12%	+$62.5K	﹤0.01%	1810
2019 Q4	$537K	Sell	1,771 -38	-2%	-$12.6K	﹤0.01%	1760
2019 Q3	$562K	Sell	1,809 -262	-13%	-$89.3K	﹤0.01%	1694
2019 Q2	$870K	Buy	2,071 +57	+3%	+$21.8K	﹤0.01%	1470
2019 Q1	$708K	Buy	2,014 +122	+6%	+$36.8K	﹤0.01%	1546
2018 Q4	$415K	Buy	1,892 +878	+87%	+$199K	﹤0.01%	1795
2018 Q3	$233K	Sell	1,014 -31	-3%	-$7.37K	﹤0.01%	2130
2018 Q2	$223K	Sell	1,045 -297	-22%	-$82.3K	﹤0.01%	2129
2018 Q1	$440K	Buy	1,342 +336	+33%	+$121K	﹤0.01%	1754
2017 Q4	$342K	Buy	1,006 +183	+22%	+$52K	﹤0.01%	1879
2017 Q3	$201K	Buy	+823	New	+$178K	﹤0.01%	2118

Other funds holding TREE

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $175B AUM 40.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aperio Group's TREE Position: Q4 2020 in Review

Aperio Group reduced its LendingTree (TREE) stake by 1.4% in Q4 2020, selling an estimated $5.05K and leaving 1,167 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Aperio Group first reported a position in TREE in Q3 2017 and has held it in 14 quarters since. The position peaked at $870K in Q2 2019. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

Aperio Group held 1,167 shares of LendingTree worth $320K as of Q4 2020.
Aperio Group sold 17 LendingTree shares in Q4 2020, an estimated $5.05K.
LendingTree made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2159 holding.
Aperio Group first reported a position in LendingTree in Q3 2017 and has held it in 14 quarters since.
Aperio Group's LendingTree position peaked at $870K in Q2 2019.
257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.