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Bogle Investment Management’s LendingTree TREE Stock Holding History

Bogle Investment 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
2016
Q1 		– Sell
-136,169
Closed -$12.2M – 453
2015
Q4 		$12.2M Sell
136,169
-3,320
-2% -$342K 0.88% 19
2015
Q3 		$13M Buy
139,489
+126,295
+957% +$12.8M 0.92% 11
2015
Q2 		$1.04M Buy
13,194
+8,408
+176% +$518K 0.08% 259
2015
Q1 		$268K Buy
+4,786
New +$228K 0.02% 319
2013
Q4 		– Sell
-10,594
Closed -$278K – 357
2013
Q3 		$278K Sell
10,594
-37,779
-78% -$828K 0.03% 288
2013
Q2 		$829K Buy
+48,373
New +$928K 0.1% 216

Other funds holding TREE

RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

Bogle Investment Management's TREE Position: Q1 2016 in Review

Bogle Investment Management sold out of LendingTree (TREE) in Q1 2016, closing a stake of 136,169 shares — an estimated $12.2M sold.

Bogle Investment Management first reported a position in TREE in Q2 2013 and held it in 6 quarters. The position peaked at $13M in Q3 2015. 185 funds tracked by Wall St. Rank hold TREE as of Q1 2016.

  • Bogle Investment Management reported no remaining LendingTree position as of Q1 2016 after selling out during the quarter.
  • Bogle Investment Management sold 136,169 LendingTree shares in Q1 2016, an estimated $12.2M.
  • Bogle Investment Management first reported a position in LendingTree in Q2 2013 and held it in 6 quarters.
  • Bogle Investment Management's LendingTree position peaked at $13M in Q3 2015.
  • 185 funds tracked by Wall St. Rank held LendingTree as of Q1 2016.

Based on Bogle Investment Management's 13F filing for Q1 2016, filed 13 May 2016.