Ergoteles’s LendingTree TREE Stock Holding History

Ergoteles’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 Q3	–	Sell	-84,215	Closed	-$1.86M	–	777
2023 Q2	$1.86M	Buy	+84,215	New	+$1.8M	0.09%	293
2023 Q1	–	Sell	-19,663	Closed	-$419K	–	1756
2022 Q4	$419K	Buy	+19,663	New	+$448K	0.02%	771
2022 Q3	–	Sell	-7,500	Closed	-$329K	–	1991
2022 Q2	$329K	Buy	+7,500	New	+$556K	0.01%	1055
2021 Q2	–	Sell	-8,238	Closed	-$1.75M	–	1691
2021 Q1	$1.75M	Buy	+8,238	New	+$2.34M	0.05%	298

Other funds holding TREE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ergoteles's TREE Position: Q3 2023 in Review

Ergoteles sold out of LendingTree (TREE) in Q3 2023, closing a stake of 84,215 shares — an estimated $1.86M sold.

Ergoteles first reported a position in TREE in Q1 2021 and held it in 4 quarters. The position peaked at $1.86M in Q2 2023. 120 funds tracked by Wall St. Rank hold TREE as of Q3 2023.

Ergoteles reported no remaining LendingTree position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 84,215 LendingTree shares in Q3 2023, an estimated $1.86M.
Ergoteles first reported a position in LendingTree in Q1 2021 and held it in 4 quarters.
Ergoteles's LendingTree position peaked at $1.86M in Q2 2023.
120 funds tracked by Wall St. Rank held LendingTree as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.