AWM
TREE icon

Avitas Wealth Management’s LendingTree TREE Stock Holding History

Avitas Wealth 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
2019
Q3 		– Sell
-8,327
Closed -$3.5M – 185
2019
Q2 		$3.5M Sell
8,327
-55
-0.7% -$21K 0.97% 32
2019
Q1 		$2.95M Buy
+8,382
New +$2.53M 0.86% 48

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avitas Wealth Management's TREE Position: Q3 2019 in Review

Avitas Wealth Management sold out of LendingTree (TREE) in Q3 2019, closing a stake of 8,327 shares — an estimated $3.5M sold.

Avitas Wealth Management first reported a position in TREE in Q1 2019 and held it in 2 quarters. The position peaked at $3.5M in Q2 2019. 229 funds tracked by Wall St. Rank hold TREE as of Q3 2019.

  • Avitas Wealth Management reported no remaining LendingTree position as of Q3 2019 after selling out during the quarter.
  • Avitas Wealth Management sold 8,327 LendingTree shares in Q3 2019, an estimated $3.5M.
  • Avitas Wealth Management first reported a position in LendingTree in Q1 2019 and held it in 2 quarters.
  • Avitas Wealth Management's LendingTree position peaked at $3.5M in Q2 2019.
  • 229 funds tracked by Wall St. Rank held LendingTree as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.