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Ellevest Inc’s LendingTree TREE Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-15
Closed -$320 – 2061
2022
Q4 		$320 Sell
15
-55
-79% -$1.25K ﹤0.01% 1680
2022
Q3 		$2K Buy
+70
New +$2.73K ﹤0.01% 1380
2022
Q2 		– Sell
-4
Closed – – 1687
2022
Q1 		$0 Sell
4
-9
-69% -$1.06K ﹤0.01% 1632
2021
Q4 		$2K Buy
+13
New +$1.73K ﹤0.01% 1204

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellevest Inc's TREE Position: Q1 2023 in Review

Ellevest Inc sold out of LendingTree (TREE) in Q1 2023, closing a stake of 15 shares — an estimated $320 sold.

Ellevest Inc first reported a position in TREE in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 145 funds tracked by Wall St. Rank hold TREE as of Q1 2023.

  • Ellevest Inc reported no remaining LendingTree position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 15 LendingTree shares in Q1 2023, an estimated $320.
  • Ellevest Inc first reported a position in LendingTree in Q4 2021 and held it in 4 quarters.
  • Ellevest Inc's LendingTree position peaked at $2K in Q3 2022.
  • 145 funds tracked by Wall St. Rank held LendingTree as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.