Bartlett & Co Wealth Management’s LendingTree TREE Stock Holding History

Bartlett & Co 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
2021 Q3	–	Sell	-69	Closed	-$14.6K	–	1072
2021 Q2	$14.6K	Hold	69	–	–	﹤0.01%	657
2021 Q1	$14.7K	Hold	69	–	–	﹤0.01%	698
2020 Q4	$18.9K	Hold	69	–	–	﹤0.01%	671
2020 Q3	$21.2K	Hold	69	–	–	﹤0.01%	611
2020 Q2	$20K	Hold	69	–	–	﹤0.01%	608
2020 Q1	$12.7K	Hold	69	–	–	﹤0.01%	631
2019 Q4	$20.9K	Sell	69 -19	-22%	-$6.29K	﹤0.01%	651
2019 Q3	$27.3K	Hold	88	–	–	﹤0.01%	614
2019 Q2	$37K	Hold	88	–	–	﹤0.01%	475
2019 Q1	$30.9K	Hold	88	–	–	﹤0.01%	480
2018 Q4	$19.3K	Hold	88	–	–	﹤0.01%	522
2018 Q3	$20.2K	Hold	88	–	–	﹤0.01%	539
2018 Q2	$18.8K	Hold	88	–	–	﹤0.01%	531
2018 Q1	$28.9K	Buy	+88	New	+$31.7K	﹤0.01%	490

Other funds holding TREE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bartlett & Co Wealth Management's TREE Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of LendingTree (TREE) in Q3 2021, closing a stake of 69 shares — an estimated $14.6K sold.

Bartlett & Co Wealth Management first reported a position in TREE in Q1 2018 and held it in 14 quarters. The position peaked at $37K in Q2 2019. 230 funds tracked by Wall St. Rank hold TREE as of Q3 2021.

Bartlett & Co Wealth Management reported no remaining LendingTree position as of Q3 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 69 LendingTree shares in Q3 2021, an estimated $14.6K.
Bartlett & Co Wealth Management first reported a position in LendingTree in Q1 2018 and held it in 14 quarters.
Bartlett & Co Wealth Management's LendingTree position peaked at $37K in Q2 2019.
230 funds tracked by Wall St. Rank held LendingTree as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.