Belpointe Asset Management’s LendingTree TREE Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-30	Closed	-$800	–	3148
2023 Q1	$800	Hold	30	–	–	﹤0.01%	3511
2022 Q4	$640	Buy	+30	New	+$683	﹤0.01%	3514

Other funds holding TREE

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

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

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

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

Belpointe Asset Management's TREE Position: Q2 2023 in Review

Belpointe Asset Management sold out of LendingTree (TREE) in Q2 2023, closing a stake of 30 shares — an estimated $800 sold.

Belpointe Asset Management first reported a position in TREE in Q4 2022 and held it in 2 quarters. The position peaked at $800 in Q1 2023. 127 funds tracked by Wall St. Rank hold TREE as of Q2 2023.

Belpointe Asset Management reported no remaining LendingTree position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 30 LendingTree shares in Q2 2023, an estimated $800.
Belpointe Asset Management first reported a position in LendingTree in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's LendingTree position peaked at $800 in Q1 2023.
127 funds tracked by Wall St. Rank held LendingTree as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.