Bristlecone Advisors’s LendingTree TREE Stock Holding History

Bristlecone 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
2024 Q4	–	Sell	-5,978	Closed	-$347K	–	373
2024 Q3	$347K	Hold	5,978	–	–	0.03%	222
2024 Q2	$249K	Hold	5,978	–	–	0.02%	251
2024 Q1	$253K	Sell	5,978 -664	-10%	-$23.2K	0.02%	252
2023 Q4	$201K	Buy	+6,642	New	+$120K	0.02%	267
2023 Q3	–	Sell	-9,353	Closed	-$207K	–	280
2023 Q2	$207K	Hold	9,353	–	–	0.02%	255
2023 Q1	$249K	Sell	9,353 -1,298	-12%	-$42.6K	0.03%	236
2022 Q4	$227K	Buy	10,651 +1,624	+18%	+$37K	0.03%	239
2022 Q3	$215K	Sell	9,027 -109	-1%	-$4.25K	0.03%	228
2022 Q2	$400K	Buy	9,136 +4,252	+87%	+$315K	0.05%	186
2022 Q1	$584K	Buy	4,884 +1,028	+27%	+$122K	0.07%	150
2021 Q4	$473K	Buy	+3,856	New	+$513K	0.06%	170

Other funds holding TREE

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

SCM

Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Bristlecone Advisors's TREE Position: Q4 2024 in Review

Bristlecone Advisors sold out of LendingTree (TREE) in Q4 2024, closing a stake of 5,978 shares — an estimated $347K sold.

Bristlecone Advisors first reported a position in TREE in Q4 2021 and held it in 11 quarters. The position peaked at $584K in Q1 2022. 177 funds tracked by Wall St. Rank hold TREE as of Q4 2024.

Bristlecone Advisors reported no remaining LendingTree position as of Q4 2024 after selling out during the quarter.
Bristlecone Advisors sold 5,978 LendingTree shares in Q4 2024, an estimated $347K.
Bristlecone Advisors first reported a position in LendingTree in Q4 2021 and held it in 11 quarters.
Bristlecone Advisors's LendingTree position peaked at $584K in Q1 2022.
177 funds tracked by Wall St. Rank held LendingTree as of Q4 2024.

Based on Bristlecone Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.