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Glassman Wealth Services’s LendingTree TREE Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-76
Closed -$2.3K – 1671
2023
Q4 		$2.3K Buy
76
+67
+744% +$1.21K ﹤0.01% 1309
2023
Q3 		$140 Sell
9
-15
-63% -$304 ﹤0.01% 1944
2023
Q2 		$531 Hold
24
– – ﹤0.01% 1629
2023
Q1 		$640 Buy
24
+10
+71% +$328 ﹤0.01% 1569
2022
Q4 		$299 Buy
+14
New +$319 ﹤0.01% 1715
2022
Q3 		– Sell
-3
Closed – – 1986
2022
Q2 		$0 Sell
3
-1
-25% -$74 ﹤0.01% 2001
2022
Q1 		$0 Sell
4
-7
-64% -$828 ﹤0.01% 1946
2021
Q4 		$1K Buy
11
+6
+120% +$798 ﹤0.01% 1514
2021
Q3 		$1K Buy
+5
New +$877 ﹤0.01% 1477

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Glassman Wealth Services's TREE Position: Q1 2024 in Review

Glassman Wealth Services sold out of LendingTree (TREE) in Q1 2024, closing a stake of 76 shares — an estimated $2.3K sold.

Glassman Wealth Services first reported a position in TREE in Q3 2021 and held it in 9 quarters. The position peaked at $2.3K in Q4 2023. 156 funds tracked by Wall St. Rank hold TREE as of Q1 2024.

  • Glassman Wealth Services reported no remaining LendingTree position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 76 LendingTree shares in Q1 2024, an estimated $2.3K.
  • Glassman Wealth Services first reported a position in LendingTree in Q3 2021 and held it in 9 quarters.
  • Glassman Wealth Services's LendingTree position peaked at $2.3K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held LendingTree as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.