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Capital Impact Advisors’s LendingTree TREE Stock Holding History

Capital Impact 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
2020
Q4 		– Sell
-9,486
Closed -$2.91M – 121
2020
Q3 		$2.91M Sell
9,486
-1,000
-10% -$317K 0.86% 46
2020
Q2 		$3.04M Buy
10,486
+2,045
+24% +$494K 1.01% 28
2020
Q1 		$1.55M Buy
8,441
+5,270
+166% +$1.49M 0.65% 72
2019
Q4 		$962K Sell
3,171
-2,717
-46% -$899K 0.34% 111
2019
Q3 		$1.81M Buy
5,888
+357
+6% +$122K 0.69% 88
2019
Q2 		$2.33M Sell
5,531
-2,592
-32% -$992K 0.85% 29
2019
Q1 		$1.79M Hold
8,123
– – 0.79% 43
2018
Q4 		$1.79M Sell
8,123
-406
-5% -$92.2K 0.77% 46
2018
Q3 		$1.94M Buy
8,529
+1,056
+14% +$251K 0.66% 70
2018
Q2 		$1.57M Buy
7,473
+2,634
+54% +$730K 0.58% 107
2018
Q1 		$1.59M Sell
4,839
-1,020
-17% -$367K 0.65% 70
2017
Q4 		$2M Hold
5,859
– – 0.86% 33
2017
Q3 		$1.43M Sell
5,859
-3,900
-40% -$842K 0.64% 67
2017
Q2 		$1.68M Sell
9,759
-3,738
-28% -$563K 0.76% 36
2017
Q1 		$1.69M Buy
13,497
+3,547
+36% +$404K 0.67% 60
2016
Q4 		$1.01M Hold
9,950
– – 0.42% 117
2016
Q3 		$964K Hold
9,950
– – 0.42% 110
2016
Q2 		$879K Hold
9,950
– – 0.41% 126
2016
Q1 		$973K Buy
9,950
+3,000
+43% +$234K 0.46% 65
2015
Q4 		$620K Buy
+6,950
New +$715K 0.3% 157
2015
Q1 		– Sell
-6,299
Closed -$304K – 298
2014
Q4 		$304K Hold
6,299
– – 0.14% 90
2014
Q3 		$226 Hold
6,299
– – ﹤0.01% 94
2014
Q2 		$184K Buy
+6,299
New +$172K 0.14% 100

Other funds holding TREE

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Impact Advisors's TREE Position: Q4 2020 in Review

Capital Impact Advisors sold out of LendingTree (TREE) in Q4 2020, closing a stake of 9,486 shares — an estimated $2.91M sold.

Capital Impact Advisors first reported a position in TREE in Q2 2014 and held it in 23 quarters. The position peaked at $3.04M in Q2 2020. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

  • Capital Impact Advisors reported no remaining LendingTree position as of Q4 2020 after selling out during the quarter.
  • Capital Impact Advisors sold 9,486 LendingTree shares in Q4 2020, an estimated $2.91M.
  • Capital Impact Advisors first reported a position in LendingTree in Q2 2014 and held it in 23 quarters.
  • Capital Impact Advisors's LendingTree position peaked at $3.04M in Q2 2020.
  • 257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on Capital Impact Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.