Crewe Advisors’s LendingTree TREE Stock Holding History

Crewe Advisors’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
2022 Q4	–	Sell	-38	Closed	-$1K	–	1265
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	1208
2022 Q2	$2K	Buy	+38	New	+$2.82K	﹤0.01%	1018

Other funds holding TREE

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MAM

Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Crewe Advisors's TREE Position: Q4 2022 in Review

Crewe Advisors sold out of LendingTree (TREE) in Q4 2022, closing a stake of 38 shares — an estimated $1K sold.

Crewe Advisors first reported a position in TREE in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 146 funds tracked by Wall St. Rank hold TREE as of Q4 2022.

Crewe Advisors reported no remaining LendingTree position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 38 LendingTree shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in LendingTree in Q2 2022 and held it in 2 quarters.
Crewe Advisors's LendingTree position peaked at $2K in Q2 2022.
146 funds tracked by Wall St. Rank held LendingTree as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.