Berman Capital Advisors’s LendingTree TREE Stock Holding History

Berman Capital Advisors’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	$3K	Buy	+22	New	+$3.86K	﹤0.01%	1619
2020 Q1	–	Sell	-3	Closed	–	–	1669
2019 Q4	$0	Sell	3 -3	-50%	-$993	﹤0.01%	1547
2019 Q3	$1K	Sell	6 -34	-85%	-$11.6K	﹤0.01%	1373
2019 Q2	$16K	Buy	40 +5	+14%	+$1.91K	0.01%	583
2019 Q1	$12K	Buy	+35	New	+$10.6K	﹤0.01%	607

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

Berman Capital Advisors's TREE Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in LendingTree (TREE) in Q3 2021: 22 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in TREE as recently as Q4 2019.

Berman Capital Advisors first reported a position in TREE in Q1 2019 and has held it in 5 quarters since. The position peaked at $16K in Q2 2019. 230 funds tracked by Wall St. Rank hold TREE as of Q3 2021.

Berman Capital Advisors held 22 shares of LendingTree worth $3K as of Q3 2021.
LendingTree was a new Berman Capital Advisors position in Q3 2021.
LendingTree made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1619 holding.
Berman Capital Advisors first reported a position in LendingTree in Q1 2019 and has held it in 5 quarters since.
Berman Capital Advisors's LendingTree position peaked at $16K in Q2 2019.
230 funds tracked by Wall St. Rank held LendingTree as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.