Crestwood Advisors Group’s LendingTree TREE Stock Holding History

Crestwood Advisors Group’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
2021 Q3	–	Sell	-1,000	Closed	-$212K	–	273
2021 Q2	$212K	Hold	1,000	–	–	0.01%	259
2021 Q1	$213K	Hold	1,000	–	–	0.01%	250
2020 Q4	$274K	Sell	1,000 -150	-13%	-$44.6K	0.01%	225
2020 Q3	$353K	Hold	1,150	–	–	0.01%	188
2020 Q2	$333K	Hold	1,150	–	–	0.01%	193
2020 Q1	$211K	Hold	1,150	–	–	0.01%	205
2019 Q4	$349K	Hold	1,150	–	–	0.01%	195
2019 Q3	$357K	Sell	1,150 -100	-8%	-$34.1K	0.02%	188
2019 Q2	$525K	Buy	+1,250	New	+$478K	0.02%	162

Other funds holding TREE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Crestwood Advisors Group's TREE Position: Q3 2021 in Review

Crestwood Advisors Group sold out of LendingTree (TREE) in Q3 2021, closing a stake of 1,000 shares — an estimated $212K sold.

Crestwood Advisors Group first reported a position in TREE in Q2 2019 and held it in 9 quarters. The position peaked at $525K in Q2 2019. 230 funds tracked by Wall St. Rank hold TREE as of Q3 2021.

Crestwood Advisors Group reported no remaining LendingTree position as of Q3 2021 after selling out during the quarter.
Crestwood Advisors Group sold 1,000 LendingTree shares in Q3 2021, an estimated $212K.
Crestwood Advisors Group first reported a position in LendingTree in Q2 2019 and held it in 9 quarters.
Crestwood Advisors Group's LendingTree position peaked at $525K in Q2 2019.
230 funds tracked by Wall St. Rank held LendingTree as of Q3 2021.

Based on Crestwood Advisors Group's 13F filing for Q3 2021, filed 3 Nov 2021.