Coppell Advisory Solutions’s LendingTree TREE Stock Holding History

Coppell Advisory Solutions’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 Q4	$30	Buy	+1	New	+$18	﹤0.01%	1692
2023 Q3	–	Sell	-4	Closed	-$90	–	1541
2023 Q2	$90	Buy	+4	New	+$85	﹤0.01%	1381

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCM

Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Coppell Advisory Solutions's TREE Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in LendingTree (TREE) in Q4 2023: 1 share worth $30. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TREE as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in TREE in Q2 2023 and has held it in 2 quarters since. The position peaked at $90 in Q2 2023. 134 funds tracked by Wall St. Rank hold TREE as of Q4 2023.

Coppell Advisory Solutions held 1 share of LendingTree worth $30 as of Q4 2023.
LendingTree was a new Coppell Advisory Solutions position in Q4 2023.
LendingTree made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1692 holding.
Coppell Advisory Solutions first reported a position in LendingTree in Q2 2023 and has held it in 2 quarters since.
Coppell Advisory Solutions's LendingTree position peaked at $90 in Q2 2023.
134 funds tracked by Wall St. Rank held LendingTree as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.