Bank Julius Baer & Co
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Bank Julius Baer & Co’s LendingTree TREE Stock Holding History

Bank Julius Baer & Co’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
Q2 		– Sell
-150
Closed -$28K – 745
2020
Q1 		$28K Buy
+150
New +$42.4K ﹤0.01% 571

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AIM
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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank Julius Baer & Co's TREE Position: Q2 2020 in Review

Bank Julius Baer & Co sold out of LendingTree (TREE) in Q2 2020, closing a stake of 150 shares — an estimated $28K sold.

Bank Julius Baer & Co first reported a position in TREE in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 217 funds tracked by Wall St. Rank hold TREE as of Q2 2020.

  • Bank Julius Baer & Co reported no remaining LendingTree position as of Q2 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 150 LendingTree shares in Q2 2020, an estimated $28K.
  • Bank Julius Baer & Co first reported a position in LendingTree in Q1 2020 and held it in 1 quarter.
  • Bank Julius Baer & Co's LendingTree position peaked at $28K in Q1 2020.
  • 217 funds tracked by Wall St. Rank held LendingTree as of Q2 2020.

Based on Bank Julius Baer & Co's 13F filing for Q2 2020, filed 10 Aug 2020.