Counterpoint Mutual Funds’s LendingTree TREE Stock Holding History

Counterpoint Mutual Funds’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
2025 Q2	–	Sell	-7,708	Closed	-$387K	–	441
2025 Q1	$387K	Sell	7,708 -1,064	-12%	-$47.4K	0.06%	180
2024 Q4	$340K	Buy	8,772 +3,923	+81%	+$188K	0.04%	184
2024 Q3	$281K	Buy	4,849 +25	+0.5%	+$1.29K	0.05%	143
2024 Q2	$201K	Buy	+4,824	New	+$204K	0.05%	205

Other funds holding TREE

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

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

GIPM

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

Counterpoint Mutual Funds's TREE Position: Q2 2025 in Review

Counterpoint Mutual Funds sold out of LendingTree (TREE) in Q2 2025, closing a stake of 7,708 shares — an estimated $387K sold.

Counterpoint Mutual Funds first reported a position in TREE in Q2 2024 and held it in 4 quarters. The position peaked at $387K in Q1 2025. 157 funds tracked by Wall St. Rank hold TREE as of Q2 2025.

Counterpoint Mutual Funds reported no remaining LendingTree position as of Q2 2025 after selling out during the quarter.
Counterpoint Mutual Funds sold 7,708 LendingTree shares in Q2 2025, an estimated $387K.
Counterpoint Mutual Funds first reported a position in LendingTree in Q2 2024 and held it in 4 quarters.
Counterpoint Mutual Funds's LendingTree position peaked at $387K in Q1 2025.
157 funds tracked by Wall St. Rank held LendingTree as of Q2 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2025, filed 14 Jul 2025.