Benjamin F. Edwards & Company’s LendingTree TREE Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	–	Sell	-168	Closed	-$7K	–	2242
2024 Q1	$7K	Buy	+168	New	+$5.88K	﹤0.01%	1796
2023 Q1	–	Sell	-6	Closed	–	–	1904
2022 Q4	$0	Hold	6	–	–	﹤0.01%	1909
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1911
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1902
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	1735
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	1682
2021 Q3	$1K	Sell	6 -80	-93%	-$14K	﹤0.01%	1683
2021 Q2	$18K	Buy	86 +80	+1,333%	+$16.8K	﹤0.01%	1255
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	1659
2020 Q4	$2K	Hold	6	–	–	﹤0.01%	1549
2020 Q3	$2K	Hold	6	–	–	﹤0.01%	1598
2020 Q2	$2K	Hold	6	–	–	﹤0.01%	1597
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	1674
2019 Q4	$2K	Hold	6	–	–	﹤0.01%	1792
2019 Q3	$2K	Buy	+6	New	+$2.04K	﹤0.01%	1765
2017 Q4	–	Sell	-15	Closed	-$4K	–	1624
2017 Q3	$4K	Hold	15	–	–	﹤0.01%	1364
2017 Q2	$3K	Buy	+15	New	+$2.26K	﹤0.01%	1334

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

SCM

Shenkman Capital Management New York $721M AUM 0.22% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Benjamin F. Edwards & Company's TREE Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of LendingTree (TREE) in Q2 2024, closing a stake of 168 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in TREE in Q2 2017 and held it in 17 quarters. The position peaked at $18K in Q2 2021. 160 funds tracked by Wall St. Rank hold TREE as of Q2 2024.

Benjamin F. Edwards & Company reported no remaining LendingTree position as of Q2 2024 after selling out during the quarter.
Benjamin F. Edwards & Company sold 168 LendingTree shares in Q2 2024, an estimated $7K.
Benjamin F. Edwards & Company first reported a position in LendingTree in Q2 2017 and held it in 17 quarters.
Benjamin F. Edwards & Company's LendingTree position peaked at $18K in Q2 2021.
160 funds tracked by Wall St. Rank held LendingTree as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.