Claraphi Advisory Network’s LendingTree TREE Stock Holding History

Claraphi Advisory Network’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
2021 Q2	–	Sell	-6,459	Closed	-$1.38M	–	345
2021 Q1	$1.38M	Buy	6,459 +39	+0.6%	+$11.1K	0.38%	49
2020 Q4	$1.76M	Buy	6,420 +5,476	+580%	+$1.63M	0.48%	31
2020 Q3	$290K	Buy	+944	New	+$300K	0.11%	178

Other funds holding TREE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Claraphi Advisory Network's TREE Position: Q2 2021 in Review

Claraphi Advisory Network sold out of LendingTree (TREE) in Q2 2021, closing a stake of 6,459 shares — an estimated $1.38M sold.

Claraphi Advisory Network first reported a position in TREE in Q3 2020 and held it in 3 quarters. The position peaked at $1.76M in Q4 2020. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

Claraphi Advisory Network reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
Claraphi Advisory Network sold 6,459 LendingTree shares in Q2 2021, an estimated $1.38M.
Claraphi Advisory Network first reported a position in LendingTree in Q3 2020 and held it in 3 quarters.
Claraphi Advisory Network's LendingTree position peaked at $1.76M in Q4 2020.
240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Claraphi Advisory Network's 13F filing for Q2 2021, filed 16 Aug 2021.