Concourse Financial Group Securities’s LendingTree TREE Stock Holding History

Concourse Financial Group Securities’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
2020 Q2	–	Sell	-8	Closed	-$1.93K	–	2258
2020 Q1	$1K	Buy	8 +1	+14%	+$283	﹤0.01%	2090
2019 Q4	$2K	Hold	7	–	–	﹤0.01%	1927
2019 Q3	$2K	Sell	7 -30	-81%	-$10.2K	﹤0.01%	1574
2019 Q2	$16K	Buy	37 +31	+517%	+$11.9K	﹤0.01%	1339
2019 Q1	$2K	Hold	6	–	–	﹤0.01%	2071
2018 Q4	$1K	Buy	+6	New	+$1.36K	﹤0.01%	2052

Other funds holding TREE

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Concourse Financial Group Securities's TREE Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of LendingTree (TREE) in Q2 2020, closing a stake of 8 shares — an estimated $1.93K sold.

Concourse Financial Group Securities first reported a position in TREE in Q4 2018 and held it in 6 quarters. The position peaked at $16K in Q2 2019. 217 funds tracked by Wall St. Rank hold TREE as of Q2 2020.

Concourse Financial Group Securities reported no remaining LendingTree position as of Q2 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 8 LendingTree shares in Q2 2020, an estimated $1.93K.
Concourse Financial Group Securities first reported a position in LendingTree in Q4 2018 and held it in 6 quarters.
Concourse Financial Group Securities's LendingTree position peaked at $16K in Q2 2019.
217 funds tracked by Wall St. Rank held LendingTree as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.