Blue Trust Inc’s LendingTree TREE Stock Holding History

Blue Trust 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
2023 Q2	–	Sell	-18	Closed	–	–	2521
2023 Q1	$0	Buy	+18	New	+$590	﹤0.01%	2633

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

Blue Trust Inc's TREE Position: Q2 2023 in Review

Blue Trust Inc sold out of LendingTree (TREE) in Q2 2023, closing a stake of 18 shares.

Blue Trust Inc first reported a position in TREE in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 127 funds tracked by Wall St. Rank hold TREE as of Q2 2023.

Blue Trust Inc reported no remaining LendingTree position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 18 LendingTree shares in Q2 2023.
Blue Trust Inc first reported a position in LendingTree in Q1 2023 and held it in 1 quarter.
Blue Trust Inc's LendingTree position peaked at $0 in Q1 2023.
127 funds tracked by Wall St. Rank held LendingTree as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.