Axa
TREE icon

Axa’s LendingTree TREE Stock Holding History

Axa’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
2023
Q4 		– Sell
-34,800
Closed -$539K – 1134
2023
Q3 		$539K Sell
34,800
-1,700
-5% -$34.4K ﹤0.01% 927
2023
Q2 		$807K Buy
+36,500
New +$778K ﹤0.01% 875
2020
Q1 		– Sell
-1,900
Closed -$577K – 1250
2019
Q4 		$577K Sell
1,900
-800
-30% -$265K ﹤0.01% 977
2019
Q3 		$838K Buy
2,700
+1,100
+69% +$375K ﹤0.01% 1012
2019
Q2 		$672K Buy
+1,600
New +$612K ﹤0.01% 1045
2019
Q1 		– Sell
-1,200
Closed -$263K – 1385
2018
Q4 		$263K Sell
1,200
-1,100
-48% -$250K ﹤0.01% 1195
2018
Q3 		$529K Sell
2,300
-12,200
-84% -$2.9M ﹤0.01% 1137
2018
Q2 		$3.1M Sell
14,500
-31,600
-69% -$8.76M 0.01% 757
2018
Q1 		$15.1M Buy
46,100
+6,700
+17% +$2.41M 0.06% 354
2017
Q4 		$13.4M Buy
39,400
+24,474
+164% +$6.95M 0.05% 378
2017
Q3 		$3.65M Buy
+14,926
New +$3.22M 0.02% 700
2016
Q1 		– Sell
-400
Closed -$36K – 1416
2015
Q4 		$36K Buy
+400
New +$41.2K ﹤0.01% 1322

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Axa's TREE Position: Q4 2023 in Review

Axa sold out of LendingTree (TREE) in Q4 2023, closing a stake of 34,800 shares — an estimated $539K sold.

Axa first reported a position in TREE in Q4 2015 and held it in 12 quarters. The position peaked at $15.1M in Q1 2018. 134 funds tracked by Wall St. Rank hold TREE as of Q4 2023.

  • Axa reported no remaining LendingTree position as of Q4 2023 after selling out during the quarter.
  • Axa sold 34,800 LendingTree shares in Q4 2023, an estimated $539K.
  • Axa first reported a position in LendingTree in Q4 2015 and held it in 12 quarters.
  • Axa's LendingTree position peaked at $15.1M in Q1 2018.
  • 134 funds tracked by Wall St. Rank held LendingTree as of Q4 2023.

Based on Axa's 13F filing for Q4 2023, filed 14 Feb 2024.