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Edgestream Partners’s LendingTree TREE Stock Holding History

Edgestream Partners’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
2023
Q2 		– Sell
-20,866
Closed -$556K – 917
2023
Q1 		$556K Buy
+20,866
New +$684K 0.06% 390
2022
Q3 		– Sell
-54,771
Closed -$2.4M – 611
2022
Q2 		$2.4M Buy
54,771
+38,254
+232% +$2.84M 0.19% 174
2022
Q1 		$1.98M Sell
16,517
-18,162
-52% -$2.15M 0.16% 217
2021
Q4 		$4.25M Sell
34,679
-28,720
-45% -$3.82M 0.27% 115
2021
Q3 		$8.87M Buy
63,399
+46,058
+266% +$8.08M 0.55% 43
2021
Q2 		$3.67M Buy
+17,341
New +$3.65M 0.22% 160

Other funds holding TREE

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgestream Partners's TREE Position: Q2 2023 in Review

Edgestream Partners sold out of LendingTree (TREE) in Q2 2023, closing a stake of 20,866 shares — an estimated $556K sold.

Edgestream Partners first reported a position in TREE in Q2 2021 and held it in 6 quarters. The position peaked at $8.87M in Q3 2021. 127 funds tracked by Wall St. Rank hold TREE as of Q2 2023.

  • Edgestream Partners reported no remaining LendingTree position as of Q2 2023 after selling out during the quarter.
  • Edgestream Partners sold 20,866 LendingTree shares in Q2 2023, an estimated $556K.
  • Edgestream Partners first reported a position in LendingTree in Q2 2021 and held it in 6 quarters.
  • Edgestream Partners's LendingTree position peaked at $8.87M in Q3 2021.
  • 127 funds tracked by Wall St. Rank held LendingTree as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.