CWM
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Cordatus Wealth Management’s LendingTree TREE Stock Holding History

Cordatus Wealth Management’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
Q4 		– Sell
-1,720
Closed -$528K – 156
2020
Q3 		$528K Buy
+1,720
New +$546K 0.25% 107

Other funds holding TREE

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cordatus Wealth Management's TREE Position: Q4 2020 in Review

Cordatus Wealth Management sold out of LendingTree (TREE) in Q4 2020, closing a stake of 1,720 shares — an estimated $528K sold.

Cordatus Wealth Management first reported a position in TREE in Q3 2020 and held it in 1 quarter. The position peaked at $528K in Q3 2020. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

  • Cordatus Wealth Management reported no remaining LendingTree position as of Q4 2020 after selling out during the quarter.
  • Cordatus Wealth Management sold 1,720 LendingTree shares in Q4 2020, an estimated $528K.
  • Cordatus Wealth Management first reported a position in LendingTree in Q3 2020 and held it in 1 quarter.
  • Cordatus Wealth Management's LendingTree position peaked at $528K in Q3 2020.
  • 257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on Cordatus Wealth Management's 13F filing for Q4 2020, filed 2 Feb 2021.