CAPTRUST Financial Advisors
TREE icon

CAPTRUST Financial Advisors’s LendingTree TREE Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-717
Closed -$31K – 3899
2022
Q2 		$31K Buy
717
+265
+59% +$19.6K ﹤0.01% 3107
2022
Q1 		$54K Buy
452
+30
+7% +$3.55K ﹤0.01% 2734
2021
Q4 		$52K Buy
422
+144
+52% +$19.1K ﹤0.01% 2639
2021
Q3 		$39K Buy
278
+29
+12% +$5.08K ﹤0.01% 2749
2021
Q2 		$53K Sell
249
-13
-5% -$2.73K ﹤0.01% 2481
2021
Q1 		$56K Buy
262
+2
+0.8% +$569 ﹤0.01% 2366
2020
Q4 		$71K Buy
260
+15
+6% +$4.46K ﹤0.01% 1675
2020
Q3 		$77K Buy
245
+10
+4% +$3.17K ﹤0.01% 1460
2020
Q2 		$69K Buy
+235
New +$56.8K ﹤0.01% 1494
2018
Q4 		– Sell
-96
Closed -$22K – 1673
2018
Q3 		$22K Sell
96
-46
-32% -$10.9K ﹤0.01% 974
2018
Q2 		$30K Buy
142
+39
+38% +$10.8K ﹤0.01% 834
2018
Q1 		$33K Buy
103
+3
+3% +$1.08K ﹤0.01% 704
2017
Q4 		$34K Buy
+100
New +$28.4K ﹤0.01% 667

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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

CAPTRUST Financial Advisors's TREE Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of LendingTree (TREE) in Q3 2022, closing a stake of 717 shares — an estimated $31K sold.

CAPTRUST Financial Advisors first reported a position in TREE in Q4 2017 and held it in 13 quarters. The position peaked at $77K in Q3 2020. 162 funds tracked by Wall St. Rank hold TREE as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining LendingTree position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 717 LendingTree shares in Q3 2022, an estimated $31K.
  • CAPTRUST Financial Advisors first reported a position in LendingTree in Q4 2017 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's LendingTree position peaked at $77K in Q3 2020.
  • 162 funds tracked by Wall St. Rank held LendingTree as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.