FDx Advisors’s LendingTree TREE Stock Holding History

FDx Advisors’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
2021 Q2	–	Sell	-1,660	Closed	-$354K	–	861
2021 Q1	$354K	Buy	1,660 +64	+4%	+$18.2K	0.01%	580
2020 Q4	$437K	Buy	1,596 +12	+0.8%	+$3.56K	0.02%	480
2020 Q3	$486K	Buy	+1,584	New	+$503K	0.02%	384

Other funds holding TREE

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FDx Advisors's TREE Position: Q2 2021 in Review

FDx Advisors sold out of LendingTree (TREE) in Q2 2021, closing a stake of 1,660 shares — an estimated $354K sold.

FDx Advisors first reported a position in TREE in Q3 2020 and held it in 3 quarters. The position peaked at $486K in Q3 2020. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

FDx Advisors reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
FDx Advisors sold 1,660 LendingTree shares in Q2 2021, an estimated $354K.
FDx Advisors first reported a position in LendingTree in Q3 2020 and held it in 3 quarters.
FDx Advisors's LendingTree position peaked at $486K in Q3 2020.
240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on FDx Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.