Crossmark Global Holdings’s LendingTree TREE Stock Holding History

Crossmark Global Holdings’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 Q1	–	Sell	-909	Closed	-$249K	–	1425
2020 Q4	$249K	Sell	909 -600	-40%	-$178K	0.01%	1195
2020 Q3	$463K	Sell	1,509 -60	-4%	-$19.1K	0.01%	802
2020 Q2	$454K	Buy	1,569 +100	+7%	+$24.2K	0.01%	799
2020 Q1	$269K	Sell	1,469 -20	-1%	-$5.66K	0.01%	914
2019 Q4	$452K	Buy	1,489 +270	+22%	+$89.3K	0.01%	853
2019 Q3	$378K	Sell	1,219 -36	-3%	-$12.3K	0.01%	917
2019 Q2	$527K	Sell	1,255 -114	-8%	-$43.6K	0.01%	783
2019 Q1	$481K	Buy	1,369 +35	+3%	+$10.6K	0.01%	831
2018 Q4	$293K	Sell	1,334 -450	-25%	-$102K	0.01%	1092
2018 Q3	$410K	Sell	1,784 -136	-7%	-$32.3K	0.01%	1105
2018 Q2	$410K	Buy	1,920 +141	+8%	+$39.1K	0.01%	1094
2018 Q1	$584K	Sell	1,779 -701	-28%	-$252K	0.02%	825
2017 Q4	$844K	Sell	2,480 -1,857	-43%	-$527K	0.02%	706
2017 Q3	$1.06M	Buy	+4,337	New	+$936K	0.03%	593
2016 Q3	$1.06M	Buy	+4,337	New	+$432K	0.03%	593

Other funds holding TREE

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

TCM

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

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

Crossmark Global Holdings's TREE Position: Q1 2021 in Review

Crossmark Global Holdings sold out of LendingTree (TREE) in Q1 2021, closing a stake of 909 shares — an estimated $249K sold.

Crossmark Global Holdings first reported a position in TREE in Q3 2016 and held it in 15 quarters. The position peaked at $1.06M in Q3 2017. 243 funds tracked by Wall St. Rank hold TREE as of Q1 2021.

Crossmark Global Holdings reported no remaining LendingTree position as of Q1 2021 after selling out during the quarter.
Crossmark Global Holdings sold 909 LendingTree shares in Q1 2021, an estimated $249K.
Crossmark Global Holdings first reported a position in LendingTree in Q3 2016 and held it in 15 quarters.
Crossmark Global Holdings's LendingTree position peaked at $1.06M in Q3 2017.
243 funds tracked by Wall St. Rank held LendingTree as of Q1 2021.

Based on Crossmark Global Holdings's 13F filing for Q1 2021, filed 15 Apr 2021.