BEI
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Benjamin Edwards Inc’s LendingTree TREE Stock Holding History

Benjamin Edwards Inc’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
Q2 		– Sell
-115
Closed -$24K – 440
2021
Q1 		$24K Hold
115
– – 0.02% 295
2020
Q4 		$31K Sell
115
-16
-12% -$4.75K 0.02% 275
2020
Q3 		$40K Buy
131
+23
+21% +$7.3K 0.03% 239
2020
Q2 		$31K Buy
108
+29
+37% +$7K 0.03% 236
2020
Q1 		$14K Buy
79
+29
+58% +$8.2K 0.01% 264
2019
Q4 		$15K Buy
50
+3
+6% +$993 0.03% 197
2019
Q3 		$15K Buy
47
+21
+81% +$7.16K 0.03% 192
2019
Q2 		$11K Hold
26
– – 0.03% 213
2019
Q1 		$9K Buy
+26
New +$7.85K 0.04% 208

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Benjamin Edwards Inc's TREE Position: Q2 2021 in Review

Benjamin Edwards Inc sold out of LendingTree (TREE) in Q2 2021, closing a stake of 115 shares — an estimated $24K sold.

Benjamin Edwards Inc first reported a position in TREE in Q1 2019 and held it in 9 quarters. The position peaked at $40K in Q3 2020. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

  • Benjamin Edwards Inc reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
  • Benjamin Edwards Inc sold 115 LendingTree shares in Q2 2021, an estimated $24K.
  • Benjamin Edwards Inc first reported a position in LendingTree in Q1 2019 and held it in 9 quarters.
  • Benjamin Edwards Inc's LendingTree position peaked at $40K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Benjamin Edwards Inc's 13F filing for Q2 2021, filed 11 Aug 2021.