CSat Investment Advisory’s LendingTree TREE Stock Holding History

CSat Investment Advisory’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	-1,050	Closed	-$322K	–	923
2020 Q3	$322K	Buy	1,050 +312	+42%	+$99.1K	0.03%	214
2020 Q2	$214K	Buy	738 +16	+2%	+$3.87K	0.03%	298
2020 Q1	$132K	Buy	722 +134	+23%	+$37.9K	0.03%	302
2019 Q4	$178K	Sell	588 -22	-4%	-$7.28K	0.05%	249
2019 Q3	$189K	Buy	610 +217	+55%	+$74K	0.06%	212
2019 Q2	$165K	Buy	+393	New	+$150K	0.06%	216

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 $175B AUM 40.63% 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

TCM

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

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

CSat Investment Advisory's TREE Position: Q4 2020 in Review

CSat Investment Advisory sold out of LendingTree (TREE) in Q4 2020, closing a stake of 1,050 shares — an estimated $322K sold.

CSat Investment Advisory first reported a position in TREE in Q2 2019 and held it in 6 quarters. The position peaked at $322K in Q3 2020. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

CSat Investment Advisory reported no remaining LendingTree position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 1,050 LendingTree shares in Q4 2020, an estimated $322K.
CSat Investment Advisory first reported a position in LendingTree in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's LendingTree position peaked at $322K in Q3 2020.
257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.