First Trust Advisors
TREE icon

First Trust Advisors’s LendingTree TREE Stock Holding History

First Trust 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
2022
Q4 		– Sell
-63,407
Closed -$1.51M – 2558
2022
Q3 		$1.51M Buy
63,407
+50,549
+393% +$1.97M ﹤0.01% 1826
2022
Q2 		$563K Buy
12,858
+7,897
+159% +$585K ﹤0.01% 2164
2022
Q1 		$594K Buy
+4,961
New +$587K ﹤0.01% 2220
2021
Q1 		– Sell
-21,031
Closed -$5.76M – 2461
2020
Q4 		$5.76M Sell
21,031
-1,564
-7% -$465K 0.01% 1038
2020
Q3 		$6.93M Buy
22,595
+20,459
+958% +$6.5M 0.01% 857
2020
Q2 		$618K Sell
2,136
-8,574
-80% -$2.07M ﹤0.01% 1944
2020
Q1 		$1.96M Sell
10,710
-5,440
-34% -$1.54M ﹤0.01% 1280
2019
Q4 		$4.9M Sell
16,150
-36,257
-69% -$12M 0.01% 1109
2019
Q3 		$16.3M Buy
52,407
+39,902
+319% +$13.6M 0.03% 668
2019
Q2 		$5.25M Sell
12,505
-1,846
-13% -$706K 0.01% 1048
2019
Q1 		$5.04M Buy
14,351
+7,543
+111% +$2.28M 0.01% 1018
2018
Q4 		$1.5M Buy
6,808
+4,695
+222% +$1.07M ﹤0.01% 1628
2018
Q3 		$486K Sell
2,113
-10,384
-83% -$2.47M ﹤0.01% 2214
2018
Q2 		$2.67M Sell
12,497
-55
-0.4% -$15.3K 0.01% 1469
2018
Q1 		$4.12M Sell
12,552
-2,504
-17% -$901K 0.01% 1076
2017
Q4 		$5.13M Buy
15,056
+944
+7% +$268K 0.01% 1009
2017
Q3 		$3.45M Sell
14,112
-4,282
-23% -$924K 0.01% 1167
2017
Q2 		$3.17M Buy
18,394
+7,232
+65% +$1.09M 0.01% 1203
2017
Q1 		$1.4M Buy
11,162
+2,167
+24% +$247K ﹤0.01% 1705
2016
Q4 		$912K Sell
8,995
-162
-2% -$15.4K ﹤0.01% 1874
2016
Q3 		$887K Sell
9,157
-7,975
-47% -$794K ﹤0.01% 1775
2016
Q2 		$1.51M Buy
17,132
+2,821
+20% +$239K ﹤0.01% 1446
2016
Q1 		$1.4M Sell
14,311
-17,175
-55% -$1.34M ﹤0.01% 1498
2015
Q4 		$2.81M Buy
+31,486
New +$3.24M 0.01% 1215

Other funds holding TREE

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors's TREE Position: Q4 2022 in Review

First Trust Advisors sold out of LendingTree (TREE) in Q4 2022, closing a stake of 63,407 shares — an estimated $1.51M sold.

First Trust Advisors first reported a position in TREE in Q4 2015 and held it in 24 quarters. The position peaked at $16.3M in Q3 2019. 146 funds tracked by Wall St. Rank hold TREE as of Q4 2022.

  • First Trust Advisors reported no remaining LendingTree position as of Q4 2022 after selling out during the quarter.
  • First Trust Advisors sold 63,407 LendingTree shares in Q4 2022, an estimated $1.51M.
  • First Trust Advisors first reported a position in LendingTree in Q4 2015 and held it in 24 quarters.
  • First Trust Advisors's LendingTree position peaked at $16.3M in Q3 2019.
  • 146 funds tracked by Wall St. Rank held LendingTree as of Q4 2022.

Based on First Trust Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.