AssetMark Inc
TREE icon

AssetMark Inc’s LendingTree TREE Stock Holding History

AssetMark Inc’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
2026
Q1 		– Sell
-4
Closed -$212 – 3599
2025
Q4 		$212 Hold
4
– – ﹤0.01% 3246
2025
Q3 		$259 Buy
+4
New +$231 ﹤0.01% 3027
2019
Q2 		– Sell
-207
Closed -$73K – 1431
2019
Q1 		$73K Sell
207
-30
-13% -$9.06K ﹤0.01% 638
2018
Q4 		$52K Sell
237
-1
-0.4% -$227 ﹤0.01% 679
2018
Q3 		$55K Buy
238
+6
+3% +$1.43K ﹤0.01% 722
2018
Q2 		$50K Buy
232
+107
+86% +$29.7K ﹤0.01% 724
2018
Q1 		$41K Buy
125
+123
+6,150% +$44.3K ﹤0.01% 785
2017
Q4 		$1K Buy
+2
New +$568 ﹤0.01% 1721

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AssetMark Inc's TREE Position: Q1 2026 in Review

AssetMark Inc sold out of LendingTree (TREE) in Q1 2026, closing a stake of 4 shares — an estimated $212 sold.

AssetMark Inc first reported a position in TREE in Q4 2017 and held it in 8 quarters. The position peaked at $73K in Q1 2019. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • AssetMark Inc reported no remaining LendingTree position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 4 LendingTree shares in Q1 2026, an estimated $212.
  • AssetMark Inc first reported a position in LendingTree in Q4 2017 and held it in 8 quarters.
  • AssetMark Inc's LendingTree position peaked at $73K in Q1 2019.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.