Bank of Montreal’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,378
| Closed | -$279K | – | 4240 |
|
|
2023
Q2 | $279K | Buy |
+12,378
| New | +$264K | ﹤0.01% | 2999 |
|
|
2022
Q2 | – | Sell |
-3,533
| Closed | -$434K | – | 4456 |
|
|
2022
Q1 | $434K | Buy |
3,533
+173
| +5% | +$20.5K | ﹤0.01% | 2941 |
|
|
2021
Q4 | $410K | Buy |
+3,360
| New | +$447K | ﹤0.01% | 2542 |
|
|
2021
Q2 | – | Sell |
-781
| Closed | -$176K | – | 4866 |
|
|
2021
Q1 | $176K | Buy |
781
+91
| +13% | +$25.9K | ﹤0.01% | 3170 |
|
|
2020
Q4 | $186K | Buy |
690
+143
| +26% | +$42.5K | ﹤0.01% | 3257 |
|
|
2020
Q3 | $172K | Sell |
547
-6
| -1% | -$1.91K | ﹤0.01% | 2801 |
|
|
2020
Q2 | $166K | Buy |
553
+321
| +138% | +$77.5K | ﹤0.01% | 2821 |
|
|
2020
Q1 | $34K | Sell |
232
-3,689
| -94% | -$1.04M | ﹤0.01% | 3057 |
|
|
2019
Q4 | $1.19M | Buy |
3,921
+605
| +18% | +$200K | ﹤0.01% | 2166 |
|
|
2019
Q3 | $1.03M | Sell |
3,316
-20
| -0.6% | -$6.82K | ﹤0.01% | 2069 |
|
|
2019
Q2 | $1.4M | Sell |
3,336
-309
| -8% | -$118K | ﹤0.01% | 1895 |
|
|
2019
Q1 | $1.28M | Sell |
3,645
-2,145
| -37% | -$647K | ﹤0.01% | 1920 |
|
|
2018
Q4 | $1.27M | Sell |
5,790
-1,472
| -20% | -$334K | ﹤0.01% | 1771 |
|
|
2018
Q3 | $1.67M | Sell |
7,262
-223
| -3% | -$53K | ﹤0.01% | 1770 |
|
|
2018
Q2 | $1.6M | Buy |
7,485
+1,036
| +16% | +$287K | ﹤0.01% | 1756 |
|
|
2018
Q1 | $2.12M | Buy |
6,449
+1,539
| +31% | +$554K | ﹤0.01% | 1537 |
|
|
2017
Q4 | $1.67M | Sell |
4,910
-237
| -5% | -$67.3K | ﹤0.01% | 1666 |
|
|
2017
Q3 | $1.26M | Sell |
5,147
-2,078
| -29% | -$449K | ﹤0.01% | 1869 |
|
|
2017
Q2 | $1.25M | Sell |
7,225
-684
| -9% | -$103K | ﹤0.01% | 1880 |
|
|
2017
Q1 | $992K | Sell |
7,909
-12,237
| -61% | -$1.4M | ﹤0.01% | 1859 |
|
|
2016
Q4 | $2.11M | Sell |
20,146
-75,751
| -79% | -$7.22M | ﹤0.01% | 1519 |
|
|
2016
Q3 | $9.29M | Sell |
95,897
-111,431
| -54% | -$11.1M | 0.01% | 845 |
|
|
2016
Q2 | $18.3M | Buy |
207,328
+4,212
| +2% | +$357K | 0.02% | 572 |
|
|
2016
Q1 | $19.9M | Buy |
203,116
+36,275
| +22% | +$2.83M | 0.02% | 492 |
|
|
2015
Q4 | $14.9M | Buy |
+166,841
| New | +$17.2M | 0.02% | 592 |
|
|
2014
Q3 | – | Sell |
-180
| Closed | -$5K | – | 4398 |
|
|
2014
Q2 | $5K | Buy |
+180
| New | +$4.91K | ﹤0.01% | 4179 |
|
Other funds holding TREE
Bank of Montreal's TREE Position: Q3 2023 in Review
Bank of Montreal sold out of LendingTree (TREE) in Q3 2023, closing a stake of 12,378 shares — an estimated $279K sold.
Bank of Montreal first reported a position in TREE in Q2 2014 and held it in 26 quarters. The position peaked at $19.9M in Q1 2016. 120 funds tracked by Wall St. Rank hold TREE as of Q3 2023.
- Bank of Montreal reported no remaining LendingTree position as of Q3 2023 after selling out during the quarter.
- Bank of Montreal sold 12,378 LendingTree shares in Q3 2023, an estimated $279K.
- Bank of Montreal first reported a position in LendingTree in Q2 2014 and held it in 26 quarters.
- Bank of Montreal's LendingTree position peaked at $19.9M in Q1 2016.
- 120 funds tracked by Wall St. Rank held LendingTree as of Q3 2023.
Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.