Boston Partners’s LendingTree TREE Stock Holding History

Boston Partners’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 Q3	–	Sell	-15,113	Closed	-$334K	–	760
2023 Q2	$334K	Buy	+15,113	New	+$322K	﹤0.01%	660

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners's TREE Position: Q3 2023 in Review

Boston Partners sold out of LendingTree (TREE) in Q3 2023, closing a stake of 15,113 shares — an estimated $334K sold.

Boston Partners first reported a position in TREE in Q2 2023 and held it in 1 quarter. The position peaked at $334K in Q2 2023. 120 funds tracked by Wall St. Rank hold TREE as of Q3 2023.

Boston Partners reported no remaining LendingTree position as of Q3 2023 after selling out during the quarter.
Boston Partners sold 15,113 LendingTree shares in Q3 2023, an estimated $334K.
Boston Partners first reported a position in LendingTree in Q2 2023 and held it in 1 quarter.
Boston Partners's LendingTree position peaked at $334K in Q2 2023.
120 funds tracked by Wall St. Rank held LendingTree as of Q3 2023.

Based on Boston Partners's 13F filing for Q3 2023, filed 8 Nov 2023.