Formula Growth’s LendingTree TREE Stock Holding History

Formula Growth’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
2024 Q3	–	Sell	-14,909	Closed	-$620K	–	125
2024 Q2	$620K	Sell	14,909 -20,563	-58%	-$868K	0.23%	99
2024 Q1	$1.5M	Sell	35,472 -5,771	-14%	-$202K	0.48%	79
2023 Q4	$1.25M	Sell	41,243 -71,980	-64%	-$1.3M	0.4%	95
2023 Q3	$1.75M	Sell	113,223 -5,367	-5%	-$109K	0.6%	67
2023 Q2	$2.62M	Buy	+118,590	New	+$2.53M	0.83%	50

Other funds holding TREE

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

SCM

Shenkman Capital Management New York $831M AUM 0.26% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

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

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

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

Formula Growth's TREE Position: Q3 2024 in Review

Formula Growth sold out of LendingTree (TREE) in Q3 2024, closing a stake of 14,909 shares — an estimated $620K sold.

Formula Growth first reported a position in TREE in Q2 2023 and held it in 5 quarters. The position peaked at $2.62M in Q2 2023. 177 funds tracked by Wall St. Rank hold TREE as of Q3 2024.

Formula Growth reported no remaining LendingTree position as of Q3 2024 after selling out during the quarter.
Formula Growth sold 14,909 LendingTree shares in Q3 2024, an estimated $620K.
Formula Growth first reported a position in LendingTree in Q2 2023 and held it in 5 quarters.
Formula Growth's LendingTree position peaked at $2.62M in Q2 2023.
177 funds tracked by Wall St. Rank held LendingTree as of Q3 2024.

Based on Formula Growth's 13F filing for Q3 2024, filed 13 Nov 2024.