Emerald Mutual Fund Advisers Trust’s LendingTree TREE Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2026 Q1	$9.36M	Hold	218,269	–	–	0.45%	87
2025 Q4	$11.6M	Sell	218,269 -2,478	-1%	-$139K	0.56%	79
2025 Q3	$14.3M	Sell	220,747 -25,538	-10%	-$1.47M	0.74%	52
2025 Q2	$9.13M	Sell	246,285 -3,220	-1%	-$130K	0.56%	68
2025 Q1	$12.5M	Buy	249,505 +9,007	+4%	+$401K	0.89%	41
2024 Q4	$9.32M	Sell	240,498 -30,775	-11%	-$1.47M	0.57%	69
2024 Q3	$15.7M	Sell	271,273 -9,458	-3%	-$489K	0.82%	50
2024 Q2	$11.7M	Buy	280,731 +23,995	+9%	+$1.01M	0.61%	62
2024 Q1	$10.9M	Buy	256,736 +223,440	+671%	+$7.82M	0.57%	75
2023 Q4	$1.01M	Buy	+33,296	New	+$603K	0.05%	148
2020 Q3	–	Sell	-35,111	Closed	-$10.2M	–	356
2020 Q2	$10.2M	Sell	35,111 -21,444	-38%	-$5.18M	0.48%	73
2020 Q1	$10.4M	Sell	56,555 -45,007	-44%	-$12.7M	0.65%	55
2019 Q4	$30.8M	Sell	101,562 -1,944	-2%	-$643K	1.26%	16
2019 Q3	$32.1M	Buy	103,506 +6,557	+7%	+$2.23M	1.42%	15
2019 Q2	$40.7M	Buy	96,949 +1,850	+2%	+$708K	1.62%	9
2019 Q1	$33.4M	Sell	95,099 -6,570	-6%	-$1.98M	1.34%	12
2018 Q4	$22.3M	Sell	101,669 -2,229	-2%	-$506K	1.04%	28
2018 Q3	$23.9M	Sell	103,898 -56,403	-35%	-$13.4M	0.81%	33
2018 Q2	$34.3M	Sell	160,301 -68,821	-30%	-$19.1M	1.24%	10
2018 Q1	$75.2M	Sell	229,122 -50,701	-18%	-$18.2M	2.95%	1
2017 Q4	$95.3M	Sell	279,823 -18,216	-6%	-$5.17M	3.79%	1
2017 Q3	$72.9M	Sell	298,039 -6,800	-2%	-$1.47M	3.04%	1
2017 Q2	$52.5M	Hold	304,839	–	–	2.29%	1
2017 Q1	$38.2M	Hold	304,839	–	–	1.75%	3
2016 Q4	$30.9M	Hold	304,839	–	–	1.47%	8
2016 Q3	$29.5M	Hold	304,839	–	–	1.5%	6
2016 Q2	$26.9M	Sell	304,839 -1,083	-0.4%	-$91.7K	1.51%	8
2016 Q1	$29.9M	Sell	305,922 -18,410	-6%	-$1.44M	1.68%	3
2015 Q4	$29M	Buy	324,332 +50,700	+19%	+$5.22M	1.53%	7
2015 Q3	$25.5M	Buy	273,632 +9,512	+4%	+$962K	1.67%	3
2015 Q2	$20.8M	Buy	264,120 +62,273	+31%	+$3.83M	1.61%	6
2015 Q1	$12.5M	Buy	201,847 +174,760	+645%	+$8.34M	1.02%	31
2014 Q4	$1.31M	Hold	27,087	–	–	0.11%	136
2014 Q3	$972K	Hold	27,087	–	–	0.09%	152
2014 Q2	$789K	Hold	27,087	–	–	0.07%	172
2014 Q1	$841K	Sell	27,087 -27,087	-50%	-$883K	0.08%	168
2013 Q4	$1.76M	Buy	54,174 +27,087	+100%	+$811K	0.11%	148
2013 Q3	$711K	Hold	27,087	–	–	0.1%	148
2013 Q2	$464K	Buy	+27,087	New	+$520K	0.08%	154

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's TREE Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust held its LendingTree (TREE) position steady in Q1 2026 at 218,269 shares worth $9.36M. The position accounts for 0.45% of the portfolio, ranked #87.

Emerald Mutual Fund Advisers Trust first reported a position in TREE in Q2 2013 and has held it in 39 quarters since. The position peaked at $95.3M in Q4 2017. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

Emerald Mutual Fund Advisers Trust held 218,269 shares of LendingTree worth $9.36M as of Q1 2026.
Emerald Mutual Fund Advisers Trust left its LendingTree share count unchanged in Q1 2026.
LendingTree made up 0.45% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #87 holding.
Emerald Mutual Fund Advisers Trust first reported a position in LendingTree in Q2 2013 and has held it in 39 quarters since.
Emerald Mutual Fund Advisers Trust's LendingTree position peaked at $95.3M in Q4 2017.
179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.