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Destination Wealth Management’s LendingTree TREE Stock Holding History

Destination Wealth Management’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
2018
Q2 		– Sell
-16
Closed -$5K – 638
2018
Q1 		$5K Buy
+16
New +$5.76K ﹤0.01% 455

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Destination Wealth Management's TREE Position: Q2 2018 in Review

Destination Wealth Management sold out of LendingTree (TREE) in Q2 2018, closing a stake of 16 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in TREE in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 242 funds tracked by Wall St. Rank hold TREE as of Q2 2018.

  • Destination Wealth Management reported no remaining LendingTree position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 16 LendingTree shares in Q2 2018, an estimated $5K.
  • Destination Wealth Management first reported a position in LendingTree in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's LendingTree position peaked at $5K in Q1 2018.
  • 242 funds tracked by Wall St. Rank held LendingTree as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.