CM
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Caption Management’s LendingTree TREE Stock Holding History

Caption 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
2022
Q4 		– Sell
-15,145
Closed -$362K – 1716
2022
Q3 		$362K Buy
15,145
+1,145
+8% +$44.7K 0.01% 1136
2022
Q2 		$613K Buy
+14,000
New +$1.04M 0.01% 1026

Other funds holding TREE

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caption Management's TREE Position: Q4 2022 in Review

Caption Management sold out of LendingTree (TREE) in Q4 2022, closing a stake of 15,145 shares — an estimated $362K sold.

Caption Management first reported a position in TREE in Q2 2022 and held it in 2 quarters. The position peaked at $613K in Q2 2022. 146 funds tracked by Wall St. Rank hold TREE as of Q4 2022.

  • Caption Management reported no remaining LendingTree position as of Q4 2022 after selling out during the quarter.
  • Caption Management sold 15,145 LendingTree shares in Q4 2022, an estimated $362K.
  • Caption Management first reported a position in LendingTree in Q2 2022 and held it in 2 quarters.
  • Caption Management's LendingTree position peaked at $613K in Q2 2022.
  • 146 funds tracked by Wall St. Rank held LendingTree as of Q4 2022.

Based on Caption Management's 13F filing for Q4 2022, filed 14 Feb 2023.