Everence Capital Management’s LendingTree TREE Stock Holding History

Everence Capital Management’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	-8,130	Closed	-$217	–	745
2023 Q1	$217	Buy	+8,130	New	+$267K	0.02%	652
2022 Q2	–	Sell	-2,130	Closed	-$255K	–	766
2022 Q1	$255K	Hold	2,130	–	–	0.02%	617
2021 Q4	$261K	Buy	+2,130	New	+$283K	0.02%	638
2018 Q1	–	Sell	-950	Closed	-$323K	–	439
2017 Q4	$323K	Hold	950	–	–	0.07%	284
2017 Q3	$232K	Buy	+950	New	+$205K	0.05%	330

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Everence Capital Management's TREE Position: Q2 2023 in Review

Everence Capital Management sold out of LendingTree (TREE) in Q2 2023, closing a stake of 8,130 shares — an estimated $217 sold.

Everence Capital Management first reported a position in TREE in Q3 2017 and held it in 5 quarters. The position peaked at $323K in Q4 2017. 127 funds tracked by Wall St. Rank hold TREE as of Q2 2023.

Everence Capital Management reported no remaining LendingTree position as of Q2 2023 after selling out during the quarter.
Everence Capital Management sold 8,130 LendingTree shares in Q2 2023, an estimated $217.
Everence Capital Management first reported a position in LendingTree in Q3 2017 and held it in 5 quarters.
Everence Capital Management's LendingTree position peaked at $323K in Q4 2017.
127 funds tracked by Wall St. Rank held LendingTree as of Q2 2023.

Based on Everence Capital Management's 13F filing for Q2 2023, filed 14 Jul 2023.