Bank of Montreal’s LendingTree TREE Stock Holding History

Bank of Montreal’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
2016 Q4	–	Sell	-5,000	Closed	-$485K	–	4193
2016 Q3	$485K	Sell	5,000 -4,700	-48%	-$468K	﹤0.01%	2094
2016 Q2	$857K	Buy	+9,700	New	+$822K	﹤0.01%	1916

Other funds holding TREE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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.