EIP
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Epoch Investment Partners’s LendingTree TREE Stock Holding History

Epoch Investment 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
2020
Q3 		– Sell
-6,329
Closed -$1.83M – 307
2020
Q2 		$1.83M Buy
+6,329
New +$1.53M 0.01% 259
2020
Q1 		– Sell
-4,228
Closed -$1.28M – 300
2019
Q4 		$1.28M Buy
+4,228
New +$1.4M 0.01% 272

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Epoch Investment Partners's TREE Position: Q3 2020 in Review

Epoch Investment Partners sold out of LendingTree (TREE) in Q3 2020, closing a stake of 6,329 shares — an estimated $1.83M sold.

Epoch Investment Partners first reported a position in TREE in Q4 2019 and held it in 2 quarters. The position peaked at $1.83M in Q2 2020. 221 funds tracked by Wall St. Rank hold TREE as of Q3 2020.

  • Epoch Investment Partners reported no remaining LendingTree position as of Q3 2020 after selling out during the quarter.
  • Epoch Investment Partners sold 6,329 LendingTree shares in Q3 2020, an estimated $1.83M.
  • Epoch Investment Partners first reported a position in LendingTree in Q4 2019 and held it in 2 quarters.
  • Epoch Investment Partners's LendingTree position peaked at $1.83M in Q2 2020.
  • 221 funds tracked by Wall St. Rank held LendingTree as of Q3 2020.

Based on Epoch Investment Partners's 13F filing for Q3 2020, filed 13 Nov 2020.