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Concord Wealth Partners’s LendingTree TREE Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-3
Closed -$64 – 1217
2022
Q4 		$64 Buy
+3
New +$68 ﹤0.01% 1235
2022
Q3 		– Sell
-3
Closed – – 1062
2022
Q2 		$0 Sell
3
-99
-97% -$7.34K ﹤0.01% 1373
2022
Q1 		$12K Sell
102
-19
-16% -$2.25K ﹤0.01% 744
2021
Q4 		$15K Buy
121
+52
+75% +$6.91K ﹤0.01% 701
2021
Q3 		$10K Sell
69
-51
-43% -$8.94K ﹤0.01% 472
2021
Q2 		$25K Sell
120
-64
-35% -$13.5K 0.01% 464
2021
Q1 		$39K Buy
184
+176
+2,200% +$50.1K 0.01% 375
2020
Q4 		$2K Buy
+8
New +$2.38K ﹤0.01% 568

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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's TREE Position: Q1 2023 in Review

Concord Wealth Partners sold out of LendingTree (TREE) in Q1 2023, closing a stake of 3 shares — an estimated $64 sold.

Concord Wealth Partners first reported a position in TREE in Q4 2020 and held it in 8 quarters. The position peaked at $39K in Q1 2021. 145 funds tracked by Wall St. Rank hold TREE as of Q1 2023.

  • Concord Wealth Partners reported no remaining LendingTree position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 3 LendingTree shares in Q1 2023, an estimated $64.
  • Concord Wealth Partners first reported a position in LendingTree in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's LendingTree position peaked at $39K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held LendingTree as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.