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Capital Performance Advisors’s LendingTree TREE Stock Holding History

Capital Performance 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
-104
Closed -$6.04K – 2476
2024
Q3 		$6.04K Buy
+104
New +$5.38K ﹤0.01% 1038

Other funds holding TREE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
SCM
Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
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

Capital Performance Advisors's TREE Position: Q4 2024 in Review

Capital Performance Advisors sold out of LendingTree (TREE) in Q4 2024, closing a stake of 104 shares — an estimated $6.04K sold.

Capital Performance Advisors first reported a position in TREE in Q3 2024 and held it in 1 quarter. The position peaked at $6.04K in Q3 2024. 177 funds tracked by Wall St. Rank hold TREE as of Q4 2024.

  • Capital Performance Advisors reported no remaining LendingTree position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 104 LendingTree shares in Q4 2024, an estimated $6.04K.
  • Capital Performance Advisors first reported a position in LendingTree in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's LendingTree position peaked at $6.04K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held LendingTree as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.